This toolkit was created to make transition planning easier and offers easy-to-understand information about the purpose of transition planning, the goal and importance of age-appropriate assessments, and the required rules that are used by schools. It also includes information on the community partners that can provide youth with supports as…

As a state legislator, you're well aware of the fiscal pressures that have caused many states to change their pension systems. But you should also be aware of the impact that pension reform has on public education. This brief guide shows you how and why pension programs affect your state's efforts to attract and retain the best teachers. It…

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)

Finds a broad range of college reactions to the needs of retirees. Formulates a "model program" of services, benefits, and perks--beyond pensions--colleges should be expected to give to retired faculty. (RS)

Most National Education Association (NEA) members are covered by a type of retirement plan called a defined benefit pension plan, which provides a specific benefit periodically throughout an employee's retirement. This report provides an overview of the federal tax rules relating to the different types of retirement plans, savings plans, health…

This book offers investment strategies for participants in the primary retirement organization for universities and nonprofit organizations, the Teachers Insurance and Annuity-College Retirement Equities Fund (TIAA-CREF). The investment principles outlined also apply to retirement funds offered by other investment companies. The book's scope…

The rights discussed in this guide pertain to those guaranteed by federal legislation affecting women seeking jobs, working on the job, and retiring from employment. The section entitled "Getting the Job" contains explanations of services provided by: (1) the U.S. Employment Service; (2) the federal-state partnership established by the…

Four steps to retirement planning, intended to demystify retirement investment, are offered for college faculty: (1) establish diversification goals; (2) urge their institutions to offer more investment options; (3) coordinate retirement investments with other investments; and (4) take steps to guarantee against inflation. Typical age-related…

To facilitate teacher mobility in the Northeast, barriers to interstate movement must be lessened. Presently, teachers are restricted from transferring pension assets across state lines; they can lose up to 40 percent of their retirement benefits, can usually transfer only part of their years of service, and may be financially unable to "buy…

College and university employees are exposed to considerable risk in the management of their retirement funds, but there are also extraordinary opportunities for careful investors. Colleges should help employees gain knowledge of investing and ensure that a broad range of adequate investment options are available. (MSE)

Presents data comparing administrative salaries at both four- and two-year institutions compared with other professionals. The National Average Base Salaries shows school administrative salary increases at these institutions are at an average of 4.2% compared to 4.3% of other executives. (GR)

Tax-sheltered annuities for school employees are benefits to employees who authorize the district to deduct a specified amount from their paychecks and forward that amount to the accounts selected. Article surveys recent legislative changes that enable school employees to make better use of their tax-sheltered annuities. (MLF)

Variations on the traditional methods of planning for retirement are offered to college faculty, focusing on use of Teachers Insurance and Annuities Association (TIAA) and College Retirement Equities Fund (CREF) investments, and other pension options. It is concluded that with careful planning, faculty can retire with close to full preretirement…

A research team answers questions about implications of new Financial Accounting Standards Board rules for reporting health and other nonpension retirement benefits. Business and human resources officers are urged to address the issue soon because action taken early can lessen the impact of the rules' impact and improve cost management.…

Presents data on the disparity between salaries of school administrators compared with other professionals. The National Average Base Salaries report shows school administrative salary increases continue to be lower at an average of 3.5% compared to 4.3% for other executives. (GR)