This data set contains imputations for pension data from current jobs based on both self-reported and employer data. For this version of pension wealth imputations, we use the self-reported pension plan type of the respondent to determine which method of wealth estimation to use. If a respondent reported being covered by one or more defined contribution (DC) plans on his/her current job in 2016, DC wealth for each such plan is taken from the 2016 survey self-reported account balances. If a respondent reported being covered by one or more defined benefit (DB) plans in 2016, the DB pension wealth value for each such plan is calculated by the HRS Pension Estimation Program using a combination of self-reported data from the pension section (J2) of the 2016 survey and pension plan rules obtained from the Summary Plan Description (SPD) of the plan.
Note: For this version of imputations, pension wealth estimates are calculated as of 2016.
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