AAUP's position is that the purpose of an institution's retirement plan for faculty members and administrators and its plan for their insurance benefits should be to help educators and their families withstand the financial effects of illness, old age, and death and to increase the educational effectiveness of the college and university. (MLW)

This guidebook addresses retirement planning for midlife women. Section 1 presents the woman an opportunity to assess herself today in terms of the roles she plays in various aspects of her life and in her relationships with others. It asks her to consider some of her plans, dreams, and things she would like to do in an ideal retirement situation.…

This guidebook raises important issues for older workers to think about in planning for retirement. Sections of the book explore such areas as the following: changing roles and relationships; health and fitness; meaningful use of time, with a sampler of activities from which one may choose; working options, including a brief description of a…

This single person's retirement guide begins with an introduction that addresses the challenges of single living, the high dividends that planning pays, and the importance of attitude. Section II explores the changing roles and relationships in one's life, including aging parents, adult children, and a personal support network. Section III focuses…

With health insurance costs soaring for both current employees and retirees, governing boards of institutions of higher education must contain costs. Possible strategies include shifting some expenses from employer to employee, establishing flexible-benefit or cafeteria plans, using managed care to reduce unnecessary medical procedures,…

This booklet provides an overview of the principal concepts of pension portability. Pension portability has become an area of increasing interest since a lack of portability discourages veteran teachers from seeking teaching opportunities in other districts or states. This obstacle can force teachers to abandon the profession, thus contributing to…

In anticipation of a shortage of qualified, experienced administrators, school districts could (1) evaluate their employee demographics; (2) review benefits provided to administrators and consider developing a new package of benefits; (3) ask administrators to identify previously undefined benefits; and (4) identify and provide a career track for…

A guide, intended to help independent schools attract and retain competent people through appropriate compensation packages, provides the basis for a review of a school's current general benefits program. It also contains suggestions for improving compensation packages by offering a wider range of tax-favored nonsalary benefits without necessarily…

This update of a report originally issued in 1990 provides an overview of the federal tax rules as they pertain to different types of employee-benefit plans that are available to members of the National Education Association (NEA) through their employers. The report is based on the law in effect as of August 15, 1994. Section 1 examines retirement…

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…

The 1994 edition of the NEA Almanac of Higher Education offers this year, in addition to the usual statistical data that the almanac has traditionally provided, seven articles that analyze important trends in higher education by leading scholars from across the nation. "Faculty Salaries, 1992-1993" by John B. Lee gives a detailed…

Retirement options available to institutions are outlined, including early retirement incentives, phased retirement, facilitating consulting opportunities, travel and outplacement services, maintaining community involvement, annuities, and pensions. Suggestions are made for increasing cost-effectiveness and fitting the options to local…

Based on analyses of 91 documents on fringe benefits received from member libraries of the Association of Research Libraries (ARL) in 1978, a concise summary presents observations and statistics on sabbatical leaves, insurance, retirement, education and campus-related benefits, trends, and needs. It is concluded that pressures for improving fringe…

Fifth in a series and the latest of several studies on employee benefits in higher education, this book constitutes a full-scale revision of the earlier "Benefit Plans in American Colleges" (1969). The principal benefit plans provided by U.S. colleges and universities are described, analyzed, and evaluated. Included are retirement…

The three reports in this publication examine the relationship between educators' benefits and state, local, and national economic conditions and policies. The reports had two goals: to encourage educators to consider economic factors in negotiating benefits and compensation, and to demonstrate that employee retirement and health benefits are a…