Two proposals before Congress threaten to offset the delicate balance in pension plan design. The significance of the normal retirement feature in plan design, some possible program design changes, and how the pension arrangements of higher education institutions would be affected are discussed. (MLW)

This bulletin has been prepared by the National Education Association's Committee on Salaries, Tenure, and Pensions in cooperation with the Bureau of Education. Its purpose is to show the extent of the teachers' pension movement in a brief and summary way, and to collect in convenient form pension legislation for public school-teachers in the…

Quantitative financial measures were applied to evaluate the performance of the North Dakota Public Employee Retirement System (NDPERS) pension fund portfolios and the Teachers Insurance and Annuity Association (TIAA)/College Retirement Equities Fund (CREF) portfolios, thus providing a relative performance assessment. Ten years of data were…

A second court decision supporting the payment of equal retirement pensions to men and women through the Teachers Insurance Annuities Association and College Retirement Equities Fund for retirees, effective after May 1, 1980, is discussed. This federal appeals court decision allows limited retroactivity. (MSE)

Current methods of funding teachers' retirement systems, which base pensions on final salaries, are inequitable because they are not related to school districts' ability to pay and because they require some teachers to subsidize others. A five-state survey shows it is common for pensions to be funded by school districts and teachers, sometimes…

The opinion of a three-judge panel in a court case involving the validity of gender-based mortality tables and the right of women to receive equal pensions from the Teachers Insurance Annuities Association and the College Retirement Equities Fund is presented, including references to the earlier, related Norris case. (MSE)

The development of pension systems for public-school teachers in the United States has been both recent and rapid. A beginning of their establishment was made in the latter part of the nineteenth century, and today, after 30 years, very few States are without some form of a teachers' pension system. The purpose of the present study of pension…

Alternatives proposed include early and phased retirement, career change incentives, retraining programs and/or leave, outplacement, and an earnings supplement at severance. (MSE)

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)

Results of a survey of pension plans in Ontario universities are summarized according to type of plan, eligibility, member and university contributions, and benefits. Benefits for normal retirment, early retirement, termination, and death are presented. Death benefits are outlined for before retirement, after retirement, and by model pension…

Results of the University Benefits Survey of pensions plans in Ontario universities are presented according to type of plan, eligibility, contributions, and benefits. There are nine defined benefit plans, seven money purchase plans with minimum guarantees, and one money purchase plan with no guarantees. All plans are eligible to full-time academic…

The new financial environment for retirement emerging in the 1980s is marked by increased individual responsibility for financial well-being, a changed workforce, and the need to contain costs. The trend will be away from the group approach and toward cafeteria-style benefit programs, providing greater freedom of benefit choice. (MSE)

This document, examining transition to retirement from a sociological perspective, consists of four sections and a 14-item bibliography. The first section traces the evolution of West German retirement from what was considered a new phenomenon into what is now commonly assumed to be a normal or even natural life stage. The second section discusses…

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…

Although the rules for public-employee pension funds vary, they operate under the same guidelines. Throughout their careers, teachers and other state and local employees contribute portions of their salaries into retirement funds managed by states and municipalities. In almost all cases, the employers also pitch in a percentage of the employees'…