The publication is advice designed to help employers in all schools with staffing and employment issues, and to inform their decision making. It advises on matters contained within the School Staffing (England) Regulations 2009 for maintained schools and for independent schools, which include academies and free schools, the Education (Independent…

Briefly reviews different types of tax-deferred annuities (TDA's) and describes the National Education Association's TDA Studies--comparative analyses of specific fixed, variable, and qualified mutual fund annuity packages. (PGD)

The American Council on Education's 2-year process of investigation, study, and selection that resulted in the council's movement from TIAA/CREF as its only available retirement plan, to a total of 15 retirement options offered by two insured annuity companies and two mutual fund companies is described. (MLW)

Greater attention has been focused on the role that employer-sponsored retirement plans and individual savings must play in ensuring retirement income security. Alternative tax retirement planning opportunities currently available to college personnel are explored. (MLW)

Alternative college retirement programs and features of a desirable retirement program are discussed. The historical, social, and economic forces that prompt institutions to consider alternative programs are identified. The present position of college faculty in terms of retirement options is also addressed. Since its inception, the Teachers…

The chief executive officer of the Teachers' Insurance and Annuities Fund-College Retirement Equities Fund (TIAA-CREF) discusses the current widespread concern over retirement issues in general and the ending of mandatory retirement ages for college faculty. Changes in TIAA-CREF policies and practices affecting range and coverage of retirement…

Planning for and implementing the Financial Accounting and Standards Board's Statement of Financial Accounting Standards for nonpension retirement benefits gives colleges and universities an opportunity to assess and revise their retiree health benefit plans. However, assessment of the current plan, objectives of changes, projected impact, and…

Discussion of college faculty retirement benefits looks at trends in early and delayed retirement among faculty and the general population, public policy affecting retirement, a study of college pension plans, and a survey on retiree health benefits. Development of organizational climate where retirement is viewed as normal and attractive is…

A variety of ways in which retired college faculty benefit from social services and commercial and professional perquisites, in addition to retirement income, are discussed. It is proposed that these faculty are benefiting at the expense of their younger colleagues and should in turn participate in volunteer public service. (MSE)

The debate about the "cashability" of faculty pension benefits raises questions about intent, fairness, and who controls what. Boards must weigh whether to allow faculty and staff to withdraw or transfer pension funds such as TIAA-CREF (Teachers Insurance and Annuity Association-College Retirement Equities Fund). (Author/MSE)

To offset declining enrollments, financial constraints, younger faculties, and high tenure ratios, some institutions are considering early retirement programs to facilitate faculty turnover. A University of Virginia faculty committee reviewed several early retirement options and selected a cost-effective bridging program with ample incentives and…

A survey of 115 medical schools concerning early retirement benefits and incentives for faculty found that defined-contribution plans were preferred and were available at 37 percent of institutions. Incentive programs were used by 70 percent of schools during 1987-91. However, few early retirements have occurred. Program characteristics,…

Results of a survey of 15 colleges and universities switching away, at least in part, from investment in the Teachers' Insurance and Annuities Fund and College Retirement Equities Fund (TIAA-CREF) for faculty retirement illustrate a trend toward increased competition and some definite patterns in fund preference. (MSE)

This report of a survey conducted in the fall of 1988 represents compensation trends for college and university Chief Executive Officers (CEOs) in 1,005 institutions of higher education. A profile of participating institutions classifies the institutions by system structure, operating budget, endowment, enrollment, number of employees,…

Information on retirement investment planning is provided for college and university human resource managers, focusing on what employees need to know about maximizing contributions to the 403(b) plan without becoming liable for penalties for excessive savings. Calculations are explained and illustrated with a hypothetical case and data charts.…