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)

Economic underpinnings of retirement incentives and case law leading to the Older Workers Benefits Protection Act (1986) are reviewed; implications for early retirement incentives for college faculty are considered. It is concluded that congressional intent is not to foreclose such incentives and that the Age Discrimination in Employment Act…

The University of Virginia's retirement incentive program for older, full-time, tenured faculty provided two options: phased retirement and a retirement decision contract establishing a firm retirement date. Evaluation indicates this plan was effective in meeting the interests and needs of participants and the institution and saved institutional…

Presented is part 1 of a three-part report called the "National Survey of Fringe Benefits in Public Schools, 1987-88." The focus of part 1 is on the fringe benefit practices offered superintendents. Fringe benefits included are leave policies, insurance coverage, retirement provisions, tuition reimbursement, severance pay, transportation, expense…

Presented is part 2 of a three-part report called the "National Survey of Fringe Benefits in Public Schools, 1987-88." The focus of part 2 is on the fringe benefit practices offered administrators. Data are reported on leave provisions, group insurance programs, professional liability insurance, retirement plans, severance pay, tuition…

Successful phased retirement plans enable senior faculty to ease into retirement, relieve financial pressures on participating institutions, and permit upward mobility for junior faculty. Responses from 62 of the 72 land-grant institutions in the United States and Puerto Rico reveal that 11 had implemented plans that enable individuals between a…

The uncapping of college faculty retirement age in 1994 has implications for tenure, retirement programs, and potential for age discrimination litigation. Institutions should carefully examine the probable impact of the change on the quality of their academic programs and financial situation and develop contingency plans as early as possible. (MSE)

This paper is part of a series of studies designed to ascertain what policies and practices, if any, are currently in effect regarding rights and privileges connected with retirement in higher education. This study sought information about the perquisites furnished to retired higher education faculty in the Commonwealth of Pennsylvania through a…

This analysis of retirement planning and early retirement incentive plans in Illinois community colleges was drawn from a study of early retirement plans at each of the state's 39 community colleges, and a follow-up survey to clarify information in the documents and determine colleges' plans for the future. After introductory comments on the issue…

This document provides information about staffing patterns within U.S. public-school systems for use by education leaders, policymakers, and community members. This information, presented for the 2001-02 school year, answers questions, such as Why is information about staffing ratios important? How many people currently work in public schools? and…

This report discusses whether the special circumstances of tenured faculty in higher education justify a continued exception to the national policy prohibiting age discrimination in employment, and examines a number of practical steps that are available or could be made available to address the problems raised by the elimination of mandatory…

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)…

Changes in retirement patterns at colleges and universities can be expected because of demographic reasons and because of federal and state legislation uncapping mandatory retirement. Institutional policies that will encourage reluctant older faculty to retire need to address the three fundamental components of successful employee retirement: (1)…

This leader training kit is designed to help leaders teach their audience about a major consumer purchase--health care coverage. It is organized so that the participants should be better able to (1) assess their individual/family health care needs; (2) use appropriate guidelines to select and purchase health care coverage in order to get the most…

This issue of Keying In, the newsletter of the National Business Education Association, focuses upon teaching young adults how to develop both investment strategies and an understanding of the stock market. The first article, "Sound Investing Know-How: A Must for Today's Young Adults," describes how young adults can plan for their own…