SHARE:
benefits
| Variable | Question text | Label |
|---|---|---|
| h001 | Which of the following statements best describes you? | receiving social security |
| h002 | At what age did you start receiving Social Security benefits? | age start receiving Social Security benefits |
| h003 | At what age do you plan to start receiving Social Security benefits? | age plan to start receiving Social Security benefits |
| h004 | Have you ever received a distribution or payout from an employer retirement account such as a pension plan (defined benefit plan) or a retirement saving account (such as 401(k), 403(b), 457 plan)? | ever received distribution or payout from employer retirement account |
| h005 | What type of pension plan or retirement account provided this distribution?
Some pension plans and retirement accounts base benefits on a formula involving age, years of service and salary, often called a defined benefit plan. Some plans base benefits on how much money has accumulated in a person's pension or retirement account, often called a defined contribution plan. Other plans use both ways of setting benefits. Was the plan that gave you a distribution a defined benefit formula type or a defined contribution account type plan? Defined Contribution plans include 401-K, 403-B, ESOP, SRA, thrift/savings, stock/profit sharing, and money purchase plans. | type of pension plan or retirement account provided |
| h006 | What type of distribution did you receive from this defined benefit plan? | type of distribution received from defined benefit plan |
| h006_leave | About how much did you leave in the account? | how much left amount benefit |
| h006_lumpsum | About how much money did you receive? | lumpsum amount benefit |
| h006_monthly | About how much do you receive per month? | monthly amount benefit |
| h006_start | When did this benefit start? | when benefit started |
| h006_withdrew | When did you withdraw all the money? | when benefit withdrawn |
| h007 | What type of distribution did you receive from this defined contribution plan? | type of distribution received from defined contribution plan |
| h007_leave | About how much did you leave in the account? | how much left amount benefit |
| h007_lumpsum | About how much money did you receive? | lumpsum amount benefit |
| h007_monthly | About how much do you receive per month? | monthly amount benefit |
| h007_withdrew | When did you withdraw all the money? | when benefit withdrawn |
| h008 | Do you expect to receive any money or payments from an employer-provided pension plan or retirement account in the future? | expect to receive any money or payments from employer-provided pension plan |
| h009 | At what age do you expect to start receiving benefits from this employer-provided pension or retirement plan? | age expect to start receiving benefits |
| h010 | What type of pension or retirement account is this plan?
Some pension plans and retirement accounts base benefits on a formula involving age, years of service and salary, often called a defined benefit plan. Some plans base benefits on how much money has accumulated in a person's pension or retirement account, often called a defined contribution plan. Other plans use both ways of setting benefits. Is the plan from which you expect a distribution a defined benefit formula type or a defined contribution account type plan? Defined Contribution plans include 401-K, 403-B, ESOP, SRA, thrift/savings, stock/profit sharing, and money purchase plans. | type of pension plan or retirement account provided |
| h011 | What type of distribution do you expect to receive from this defined benefit plan? | type of distribution expect to receive from defined benefit plan |
| h011_end | When do you expect the benefit to end? | when benefit expected to end |
| h011_leave | About how much will you leave in the plan? | how much plan to leave amount benefit |
| h011_lumpsum | About how much money will you receive? | lumpsum amount benefit |
| h011_minimum | minimum when benefit expected to end | |
| h011_monthly | About how much do you expect to receive per month? | expected monthly amount benefit |
| h011_start | When do you expect the benefit to start? | when benefit expected to start |
| h011_withdraw_when | When do you expect to receive this money? | when benefit expect to receive |
| h012 | What type of distribution do you plan to take from this defined contribution plan? | type of distribution expect to receive from defined contribution plan |
| h012_leave | About how much money will you leave in the plan? | how much expect to leave amount benefit |
| h012_lumpsum | About how much money do you expect to receive? | how much expect to receive lumpsum |
| h012_monthly | How much do you expect to receive per month? | expected monthly amount benefit |
| h012_withdraw | About how much money do you expect to withdraw? | lumpsum amount benefit |
| h012_withdraw_some_when | When do you expect to receive this money? | when expected to withdraw some money |
| h012_withdraw_when | When do you expect to do this? | when expected to withdraw |