In Solon v. Gray Community School Corporation (Indiana)," the school district offered incentives for early retirement to teachers who retired with a minimum age of 58 and a maximum age of 61. The 7th U.S. Circuit Court of Appeals affirmed the core of the district court's ruling that the arrangement discriminated against older workers. (MLF)

The first section of this policy paper provides an overview of the historical development of early retirement incentive programs (ERIPs), the legal status of ERIPs under the Age Discrimination in Employment Act (ADEA), cost/benefit analyses involving ERIPs, and consideration of ERIPs in Indiana. The second section contains a brief synopsis of…

By 1976-77 almost four million teachers and other school personnel belonged to teacher retirement systems or public employee retirement systems. To help laypersons better understand these systems, this report describes the institutional characteristics of public pension funds whose members include teachers and explains the concepts behind such…

The development of a retirement incentive plan saves jobs and money. Older and more expensive staff members gain financial benefits, and school districts eliminate positions without laying off staff. Lists 10 steps effective in instituting an early retirement incentive plan. (MLF)

Texarkana (Texas) Community College and Texarkana Independent School District left the federal Social Security System (SSS) and reallocated SSS funds to a self-administered fringe benefit program, while also returning employees' SSS contributions to them intact. Several safeguards for Texas employees were already in place through the Texas Teacher…

This report presents the Teacher Retirement System of Texas's (TRS's) strategic plan for teacher retirement in the state of Texas for the years 1999-2003. The mission of the TRS is to deliver retirement and related benefits authorized by law for members and their beneficiaries and to prudently invest and manage the assets held in trust for members…

Discusses a perceived lack of concern for retired teachers among former students and the community at large. Provides examples and excerpts from letters describing loneliness and financial difficulties among retired teachers in the Soviet Union. Urges respect and concern for those who have given everything for their profession, often at the…

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)

Describes several key decisions school business officials will need to make when planning for retirement. (PKP)

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…

The 2009 "State Teacher Policy Yearbook" provided a comprehensive review of states' policies that impact the teaching profession. As a companion to last year's comprehensive state-by-state analysis, the 2010 edition provides each state with an individualized "Blueprint for Change," building off last year's "Yearbook"…