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Peer reviewedDiBernardino, Frank J.; Mead, Paul D. – CUPA Journal, 1988
Strategic benefit planning is a management process that establishes overall objectives that form the basis for decision making on all elements of indirect compensation. The Tax Reform Act of 1986 and implications to tax-sheltered annuities are discussed. An example of a statement of university policy on employee benefits is appended. (MLW)
Descriptors: College Planning, Colleges, Finance Reform, Fringe Benefits
Peer reviewedGulledge, Dexter E.; Campbell, David P. – CUPA Journal, 1994
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.…
Descriptors: College Administration, College Role, Federal Regulation, Higher Education
