Well Being 64 - Financial Literacy March 09
About the Survey
This survey asks questions about financial and retirement plans.Description/Keywords:
Financial literacy, mutual fund fees, life insurance, stock market, DC plan, 401k plan knowledge, IRA knowledge, investing
Investigator: Angela Hung.
Fieldwork
This survey was in the field from 2009-03-05 until 2009-09-10.
Survey Modules
| module | description |
|---|---|
| Demographics | Preloaded Demographic Variables |
| Base module | Identification, Timestamps, and Initialization Variables |
| Other/Background | Additional demographic and first investment questions |
| Basic Financial literacy | Questions to assess basic finanical literacy |
| Investing | Questions about investing: stocks and bonds |
| Knowledge of Mutual Fund Fees | Questions to assess knowledge about mutual fund fees |
| Life Insurance/Annuities | Questions about life insurance and annuities |
| Knowledge of Stock Market | Questions to assess knowledge and interest in the stock market |
| Knowledge of DC plan features | Questions about features of retirement benefits of (previous) jobs |
| Knowledge of DC plan fees | Questions about fees of retirement benefits of (previous) jobs |
| General 401K/IRA knowledge | Questions to assess 401K and IRA knowledge |
| Closing | Closing questions, rating of the survey and additional notes |
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