I am comparing estimation results with Table PINC-09 (link below) for persons aged 65 and older and generally find “close enough” estimates with small differences that I assume are due to topcoding. But my estimate for 401k/IRA/Keogh income (derived from INCRETI1 and INCRETI2) is off by more than 20%. This variable was affected by the 2014 redesign, but the codebook value 7 labels for SRCRETI1 and SRCRETI1 do not seem to reflect the changes in the questions, which are now supposed to account for lump sum distributions and not just “regular payments.” However, I don’t think this is the source of the problem since as of the 2015 ASEC everyone was asked the same questions. I also assume 403b and SEP plans are included even though they aren’t mentioned anywhere except in the survey questions.
Any idea what’s going on? Any help would be much appreciated.