Variations on the traditional methods of planning for retirement are offered to college faculty, focusing on use of Teachers Insurance and Annuities Association (TIAA) and College Retirement Equities Fund (CREF) investments, and other pension options. It is concluded that with careful planning, faculty can retire with close to full preretirement…

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…

This book offers investment strategies for participants in the primary retirement organization for universities and nonprofit organizations, the Teachers Insurance and Annuity-College Retirement Equities Fund (TIAA-CREF). The investment principles outlined also apply to retirement funds offered by other investment companies. The book's scope…

Four steps to retirement planning, intended to demystify retirement investment, are offered for college faculty: (1) establish diversification goals; (2) urge their institutions to offer more investment options; (3) coordinate retirement investments with other investments; and (4) take steps to guarantee against inflation. Typical age-related…

College and university employees are exposed to considerable risk in the management of their retirement funds, but there are also extraordinary opportunities for careful investors. Colleges should help employees gain knowledge of investing and ensure that a broad range of adequate investment options are available. (MSE)

The advantages and disadvantages of the Teachers Insurance Annuity Association (TIAA) and College Retirement Equities Fund (CREF) as investment vehicles for college faculty are examined, and guidelines for faculty to use in evaluating their investment options are offered. Some data on TIAA-CREF performance are included. (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)

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)

To inform faculty and staff about the new state retirement plan and help them compare its benefits with those of the only existing employer-sponsored retirement plan for educators, a defined-benefit plan, Georgia Institute of Technology used an electronic spreadsheet and a series of seminars for analyzing and illustrating investment options. (MSE)

This bibliography has been prepared to aid those people looking for additional information or advice as they make their retirement plans. Most of the books are available at public libraries and in paperback editions. The bibliography is organized in the following six sections: (1) comprehensive handbooks and workbooks; (2) retirement finances; (3)…

Tax-sheltered annuities for school employees are benefits to employees who authorize the district to deduct a specified amount from their paychecks and forward that amount to the accounts selected. Article surveys recent legislative changes that enable school employees to make better use of their tax-sheltered annuities. (MLF)

This workbook is a four-part course designed to be taught by working women to low-income working women to increase their skills at managing money. The course sessions focus on special financial concerns of working women: budgeting, education for career advancement, child care, and retirement planning. The sessions are designed as a series but can…

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.…

This publication presents a collection of essays from top investment thinkers and financial commentators who share their views on the revolutionary retirement plan options now available to college and university employees. The essays were prepared for a conference that was convened by the New England Board of Higher Education in Boston to help…

This set of materials for high school students explains the Social Security system. It consists of five lessons and an overview lesson that may be taught separately. To support the lessons, a videotape, fact sheets, student handouts, and quizzes are included. Handouts are in large print and are suitable for use as black line masters for…