"Accelerated Leadership Development" captures and communicates the lessons learned from successful fast-track leadership programmes in the private and public sector, and provides a model which schools can follow and customize as they plan their own leadership development strategies. As large numbers of headteachers and other senior staff…

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…

The development of a retirement incentive plan saves jobs and money. Older and more expensive staff members gain financial benefits, and school districts eliminate positions without laying off staff. Lists 10 steps effective in instituting an early retirement incentive plan. (MLF)

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)

Designed for faculty and exempt administrators at Washington's community colleges, this handbook explains available retirement plans, deductions, and options. First, a glossary of terms and an index to sections of the handbook dealing with the concepts are provided. The bulk of the handbook uses a question/answer format to present information on…

For colleges and universities, development of underused assets can be compatible with or supportive of the institution's purpose and also be financially rewarding. Providing alumni retirement housing can enhance institutional ties with alumni, in turn boosting recruitment and fund raising. Successful development requires a unique blend of…

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…

Health Maintenance Organization (HMO) "risk contracts," under which HMOs cover Medicare-eligible individuals, are explained; and the costs, benefits, and coverage are compared with those of other managed care options. Employers with retiree medical plans are encouraged to consider using HMO risk contracts for both short- and long-term…

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…

College administrators have an obligation to educate faculty and staff as consumers of retirement plan services. Employers can face liability if they limit plan participation to overly restrictive investment alternatives. A task force representing employees should be appointed to make vendor selections. (MSE)

This article reviews and comments on various issues addressed by the 1994 Internal Revenue Service (IRS) audit guidelines for nonprofit organizations. It focuses on topics especially relevant to colleges and universities, such as unrelated business income, employment taxes, fringe benefits, fund raising, research and contracts, scholarships and…

With many impending retirements of school business officials, school districts and universities should collaborate in assuring smooth transitions in the nation's school business offices. Forward planning includes offering internships in the school business office and extensive cross-training for presently employed specialists. (MLF)

Explores some of the major features of proposed health care plans, which, if enacted, are likely to have a significant impact on school districts' operations, budgeting, and benefits planning. Contains a checklist of key steps districts can take in estimating and planning for the impact of health care reform. (MLF)

Recommends camping programs for older adults be based on exchange theory of aging, retirement role, and leisure concepts of state-of-mind/holism. Discusses aging, adjustment to retirement, leisure concepts, and aging stereotypes. Urges awareness of social change to provide diversity, leadership, and participant involvement in programs for the…