This report addresses three alternatives in employing certified and classified staff in school districts: early retirement, flexible working hours, and (in the most detail) job sharing. It is noted that financial reductions make it difficult for schools to meet both their budgets and rising community/parental expectations, while declining…

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…

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…

This guide discusses the results of a national survey of school administrators who were asked to rank from a list of 13 problems the top problems facing their schools today. Their responses, which are discussed in this report, include how to cut costs in areas like salaries, fringe benefits, and energy; how to better manage their schools and set…

A speech made to an early meeting of the newly formed Commission on College Retirement recommends that the commission abandon the approach to retirement as an instrument of educational and social reform and concentrate instead on making the Teachers Insurance and Annuity Association-College Retirement Equities Fund competitive and protecting…

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 publication gives examples of employment programs for experienced workers taken from the National Older Workers Information System (NOWIS), a computerized system of information on more than 140 experienced worker employment programs in public and private sector organizations. (Maintained by the Business Partnerships Program of the American…

This document is one of three monographs resulting from a three-year study of adult counseling programs and practices in the United States. The first section of this monograph describes issues and potential problems associated with four frequently-experienced adult life transitions, i.e., divorce, midlife career change, preretirement planning, and…

Problems faced by a TIAA-CREF annuitant retiring in the late 1970s are examined in light of a continuing high rate of inflation. Options available to the annuitant are discussed and two strategies to provide significant inflation protection are suggested. (SF)

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…

Work in America Institute, a nonprofit organization, contends that many changes are necessary to extend the working life of older workers. Forty-five recommendations are made for employers and government to ready the American workplace for an aging workforce. (Author/MLF)

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…

This book is designed to help career military personnel make the transition to civilian life and careers. The first 14 chapters cover targeted issues and include many tips on how to cope with each important aspect of the transition. Topics include the following: psychology of transition, helping the family with the transition, financing the…