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Decision Making on Early Retirement, 1965-1969

Resource Type
Dataset : survey data
  • Barfield, Richard E.
  • Morgan, James N.
Other Title
  • Archival Version (Subtitle)
Publication Date
Funding Reference
  • United States Department of Health, Education and Welfare. Social and Rehabilitation Service
  • United States Department of Health, Education and Welfare. Social Security Administration
Free Keywords
automobile industry; decision making; early retirement; employee benefits; leisure; older adults; older workers; retirees; retirement; retirement adjustment; retirement planning; retirement plans; workers
  • Abstract

    This study, designed by the Institute for Social Research, University of Michigan, and the Michigan Health and Social Security Research Institute, attempted to identify factors that weighed most heavily in the decision to retire voluntarily. Survey questions investigated attitudes toward employment (including positive or negative evaluation of income earned and of the kind of work done) as well as the evaluation of conditions anticipated under retirement (including satisfaction or dissatisfaction with expected retirement income and appreciation or dislike of leisure). These core items were supplemented with an assessment of situations and attitudes of respondents who were already retired. Part 1 includes data from 1,123 workers in the automobile industry, interviewed in 1967. In Part 2, data from Part 1 are merged with information obtained from 943 auto workers reinterviewed in 1969. The auto workers sample was chosen for its relative homogeneity and recourse to expanded retirement benefits. All respondents in this sample were aged 58-61, members of United Auto Workers, and employed at four automobile companies located in Michigan, Ohio, Indiana, and Illinois. Part 3 contains data from a cross-section sample of private households, included in this study in an attempt to broaden the investigation by placing the auto workers sample in correlation with a nationally representative sample, diverse in age, income, occupation, and retirement provisions. SURVEY OF CONSUMER FINANCES, 1966 (ICPSR 7446) provided data for 2,419 households, and information about another 1,228 households was obtained from SURVEY OF CONSUMER ATTITUDES AND BEHAVIOR, SUMMER 1966 (ICPSR 3620). Demographic information includes age, sex, race, marital status, level of education, and religious preference.
  • Methods

    ICPSR data undergo a confidentiality review and are altered when necessary to limit the risk of disclosure. ICPSR also routinely creates ready-to-go data files along with setups in the major statistical software formats as well as standard codebooks to accompany the data. In addition to these procedures, ICPSR performed the following processing steps for this data collection: Standardized missing values.; Checked for undocumented or out-of-range codes..
  • Table of Contents


    • DS0: Study-Level Files
    • DS1: 1967 Auto Workers Sample
    • DS2: Merged 1967-1969 Auto Workers Sample
    • DS3: National Sample
Temporal Coverage
  • 1965 / 1969
    Time period: 1965--1969
  • 1966 / 1969
    Collection date: 1966--1969
Geographic Coverage
  • United States
Sampled Universe
Parts 1 and 2: Workers in the automobile industry born between 1904-1907. Part 3: Households in the contiguous United States.
Parts 1 and 2: Non-probability sample. Part 3: Multistage area probability sample.
2006-01-12 All files were removed from dataset 4 and flagged as study-level files, so that they will accompany all downloads.2005-11-04 On 2005-03-14 new files were added to one or more datasets. These files included additional setup files as well as one or more of the following: SAS program, SAS transport, SPSS portable, and Stata system files. The metadata record was revised 2005-11-04 to reflect these additions. Funding insitution(s): United States Department of Health, Education and Welfare. Social and Rehabilitation Service. United States Department of Health, Education and Welfare. Social Security Administration.
This version of the study is no longer available on the web. If you need to acquire this version of the data, you have to contact ICPSR User Support (
Alternative Identifiers
  • 7433 (Type: ICPSR Study Number)
  • Is previous version of
    DOI: 10.3886/ICPSR07433.v1
  • Burkhauser, Richard V.. The pension acceptance decisions of older workers. Journal of Human Resources.14, (1), 63-75.1979.
    • ID: (URL)
  • Barfield, Richard E., Morgan, James N.. Early Retirement: The Decision and the Experience, and a Second Look. Ann Arbor: Survey Research Center, Instititute for Social Research. 1974.

Update Metadata: 2015-08-05 | Issue Number: 6 | Registration Date: 2015-06-15

Barfield, Richard E.; Morgan, James N. (1984): Decision Making on Early Retirement, 1965-1969. Archival Version. Version: v0. ICPSR - Interuniversity Consortium for Political and Social Research. Dataset.