Pension Wealth

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.

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 2010, DC wealth for each such plan is taken from the 2010 survey self-reported account balances.

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 respondent's self-reported pension plan type 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 2004, DC wealth for each such plan is taken from the 2004 survey self-reported account balances.

This data set contains imputations for pension wealth data from current jobs on both the self-reported and the employer data. DB values are calculated or imputed from the 1993 and 1999 employer data which were obtained based on employer contact information provided by the respondent in the 1992 and 1998 core surveys. DC value imputations are based on the self-reported data.

This product replaces the Researcher Contribution released in March 2005 as Imputed Data for Pension Wealth Computations.

Designed to enhance the user's ability to use pension information from various jobs reported by respondents in up to seven waves of the Health and Retirement Study. This data set is especially useful to users interested in analyzing respondents' pension history, current coverage, and pension wealth at each of the survey years. There is one data file for each of the seven waves. For each wave, information from previous pensions is brought forward to the current wave.

• The Employer Pension Data Tracker file is constructed to help users in identifying employees with self-reported pension coverage and employer pension plan descriptions data from the 1993 and/or 1999 employer survey(s). This file is a respondent level file that contains one record for every respondent among HRS and War Baby cohorts who participated in the core survey in 1992 and/or 1998. There are 15615 observations in the data file.
• This dataset replaces the Researcher Contribution released in March 2005 as Pension Data Tracker

This data set contains imputations for Don't Know, Refused, and Missing responses for key pension related variables from the HRS interview years 1992 through 2002. The imputed variables are from 1992 employment sections F, G, and H; FA, FB, FC, G, and H of 1994; G, GG, and GH of 1996, 1998, 2000; J, K, and L of 2002.

This dataset updates and replaces the Researcher Contribution of the same name released in February 2003.

This data product was contributed by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai. This is Part III of a project concerning pension data, prepared for distribution to the HRS user community. This data release consists of documentation and accompanying SAS, SPSS, and Stata data sets. It is being made available to HRS users as a researcher contribution

This data product was contributed by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai. There are four packages prepared for distribution to the HRS user community; each consists of documentation and accompanying code or data files. The data files and code files are being made available to HRS users as a researcher contribution. The packages are:

This data product was contributed by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai. The authors wish to make the data files underlying the tables in their book, Pensions in the Health and Retirement Study, available to all interested parties. Eight waves of pension data from the HRS, covering fourteen years and three distinct cohorts, are analyzed in the book. The data files are organized by chapter and include all constructed and original variables from the HRS used in creating the tables that appear in each chapter.