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…

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)

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)

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…

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…

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…

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)

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.…

The author considers ways that an incompetent teacher's colleagues and the school administration can deal with the problems such a teacher poses. The positions taken by professional associations on incompetent teachers are cited. (SJL)

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 various retirement income options available to TIAA-CREF participants and federal taxes on each option are explained. The importance of early planning for retirement income is stressed and it is suggested that assessment of future financial needs will indicate the most appropriate settlement mode for retirement. (SF)

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…

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)