Information about tax-sheltered annuity plans and a questionnaire to assist in the evaluation of companies that provide a fixed annuity. (Author/MLF)

Portions of a July 1983 document describing the origins and possible functions of a commission on college faculty retirement, to be funded by the Carnegie Commission, are presented. The commission's major tasks would be to reexamine the purposes and goals of a pension fund, review the current plans, and structure a plan for the future. (MSE)

Alternatives proposed include early and phased retirement, career change incentives, retraining programs and/or leave, outplacement, and an earnings supplement at severance. (MSE)

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)

This report presents the Teacher Retirement System of Texas's (TRS's) strategic plan for teacher retirement in the state of Texas for the years 1999-2003. The mission of the TRS is to deliver retirement and related benefits authorized by law for members and their beneficiaries and to prudently invest and manage the assets held in trust for members…

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)

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)

There are three major reasons why attendance is often poor at retirement planning seminars: (1) fear of admitting to aging; (2) feelings of futility in planning for the unknown; and (3) fear of being pressured into retirement decisions. Suggestions are made for overcoming these fears. (CT)

Outlines eight basic ways to pep up a retirement education program. Areas of concern are the environment of the meeting, its pacing, preparation of any outside speaker, handouts, group activities, the presentation of the material, audiovisual aids, and follow-up. (Author/IRT)

Instead of material trinkets, many companies now offer valuable preretirement programs that are either developed by their own personnel departments or made available through third-party organizations. Typically, most programs help employees prepare for retirement by offering general information, financial and legal counsel, and health guidelines.…

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.…

The literature on incentive early retirement for faculty members is reviewed, including the findings of studies that have assessed the effectiveness of such programs. In addition to describing different types of programs and the incentives offered, attention is directed to legal issues, costs and benefits, assessing whether a program is feasible,…

The steps necessary to establish most voluntary early retirement incentive plans include establishing a variable-rate incentive, a minimum qualifying salary, a minimum qualifying age, and a method of payment. (Author/IRT)

The Association of American Law Schools' statement on faculty tenure reviews tenure-related issues and results of a national study of tenure policies and practices. Issues discussed include the end of mandatory retirement, alternatives to tenure, faculty evaluation criteria, probationary period, and confidentiality. (MSE)

This booklet and the training program provide a strategy to effect compliance with the Internal Revenue Service (IRS) guidelines where the parties (the employers, the employee, and the Service Provider) agree to take responsibility for the matters over which each has control. This approach minimizes the risk to employers who voluntarily offer…