The report of the National Research Council's committee on mandatory retirement in higher education is summarized, and related issues are discussed briefly, including trends in faculty retirement age, factors in retirement decision making, faculty productivity and age, and implications for tenure. (MSE)

To inform faculty and staff about the new state retirement plan and help them compare its benefits with those of the only existing employer-sponsored retirement plan for educators, a defined-benefit plan, Georgia Institute of Technology used an electronic spreadsheet and a series of seminars for analyzing and illustrating investment options. (MSE)

Serious work on education is never just a work of the moment. Some problems are the consequences of yesterday's solutions, and many of the most promising approaches to today's issues build on the efforts of earlier generations. In short, the work that is going on presently at The Carnegie Foundation for the Advancement of Teaching must be…

This paper reports a study of phased retirement--an arrangement whereby a teacher moves from full-time teaching through successive stages of part-time work to ultimate full-time retirement. The 140 questionnaires mailed were sent in each state to a major university, a smaller state institution, and an established private college or university. The…

Much of the research on faculty retirement focuses exclusively on 4-year institutions. This study fills a gap by describing the age distribution of faculty in public 2-year institutions, the retirement plans of these faculty, and factors related to the retirement decision-making process using data from the 1999 National Study of Postsecondary…

This publication presents a close examination of conceptual, legal and related issues surrounding the dismissal of tenured higher education faculty, under the fourth exception to the Age Discrimination in Employment Act (ADEA). This exception, which will expire on December 31, 1993, permits existing, compulsory retirement-age policies to be…

This paper reports on a study of higher education health-care coverage for retirees including trends in coverage since 1987, major current provisions of institutions' coverage, and program cost controls. A total of 1,6701 institutions responded to a retiree heath-care survey. Among the findings were: (1) 61 percent of colleges and universities and…

A study was conducted to assess the implications of the Age Discrimination in Employment Act (ADEA) amendments of 1978 that raises the mandatory retirement age for faculty. Tenured employees of colleges and universities may be retired between the ages of 65 and 70 until July 1, 1982, at which time the age 70 minimum retirement goes into effect.…

A survey was conducted of colleges and universities to determine the use of exemption for tenured faculty members and of decoupling measures permitted under Department of Labor regulations. The survey was a followup of an earlier study by the American Council on Education. The followup sample was composed of the 353 institutions in the original…

Information on pension plans in 16 Ontario universities is presented in terms of the type of plan, eligibility, member contributions, university contributions, and benefits. There are eight defined benefit plans: seven money purchase plans with minimum guarantees, and one money purchase plan with no guarantees. Almost all of the plans are eligible…

Problems facing older faculty and staff members who want to continue working are discussed, along with innovative ways to help them achieve a financially secure retirement. A retirement planning program and seminar plans to help faculty and staff avoid making poor retirement decisions are proposed. (MLW)

Tenure arrangements are long-term contracts. If their duration is clear, they will protect academic freedom, provide institutions with the flexibility needed to meet changing circumstances, and comply with age-discrimination laws. Policy for the termination of tenure must be redesigned to satisfy competing needs and goals. (Author/MSE)

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)

A national survey of college and university retirees in Spring 1990 sought to help institutions to assess benefit programs and provide services for retirees. The survey involved a nationwide cross section of 130 institutions of higher education from which responses were received from 19,126 retirees (40 percent retired faculty). Questions covered…

Successful phased retirement plans enable senior faculty to ease into retirement, relieve financial pressures on participating institutions, and permit upward mobility for junior faculty. Responses from 62 of the 72 land-grant institutions in the United States and Puerto Rico reveal that 11 had implemented plans that enable individuals between a…