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)

An article based on a speech to the 24th National Conference on Higher Education of the American Association for Higher Education, Chicago, March 3, 1969. (AP)

This document contains the bases of lectures delivered in Florida by a visiting Stockholm University sociology professor. The first chapter, "Growing Old in Sweden," includes information on the income, standard of living, and quality of services available to the elderly in that country. That information is presented within the changing…

This study estimates the effects on pension benefits received by women that would result from some of the changes recommended in 1981 by the President's Commission on Pension Policy. The author argues that the private pension system now presents several barriers to the attainment of benefits by women. (SSH)

Declining enrollments in the 1980s, increasing financial pressures, and declining faculty vigor (publications) are publicized, but long-range planning to combat these problems is encountered less frequently. Early retirement is suggested as one response to meeting these challenges. (Author/MLW)

The California Faculty Association (CFA) seeks to secure and maintain sound retirement options that encourage phased faculty retirement. Their experience in negotiating and administering retirement options are discussed. Defined benefit plan and defined contribution plan are described. CFA agreements are appended. (MLW)

With health insurance costs soaring for both current employees and retirees, governing boards of institutions of higher education must contain costs. Possible strategies include shifting some expenses from employer to employee, establishing flexible-benefit or cafeteria plans, using managed care to reduce unnecessary medical procedures,…

The annual Financial Report of the Teachers' Retirement System of Louisiana is divided into six main sections. The Introductory Section includes the letter of transmittal, names of the Board of Trustees, staff, and consultants; the organization chart; copy of certificate of achievement for excellence in financial reporting for 1995 financial…

This report presents results of a survey of pension plans offered by Ontario universities to their employees. A summary provides overall information by: type of plan; eligibility; member contributions; university contributions; benefits; indexing; and standard options for benefit payment on early retirement, termination, or death. An explanation…

On July 1, 1976 a new National Partial Pension Scheme came into effect in Sweden, which will allow older workers (60-65) to reduce their working hours and draw partial pensions as a preparation for full retirement. (Editor)

High salaries and perquisites such as generous separation benefits, bonuses, housing, and housing improvements have provoked criticism and concern over the use of public or limited institutional funds. (MSE)

The 1984 Compensation and Benefits Survey of College and University Chief Executive Officers is discussed. The survey provides information on presidential compensation, benefits, and employment practices at public, independent, religious, and medical institutions. (MLW)

This booklet provides an overview of the principal concepts of pension portability. Pension portability has become an area of increasing interest since a lack of portability discourages veteran teachers from seeking teaching opportunities in other districts or states. This obstacle can force teachers to abandon the profession, thus contributing to…

In 1980, Teachers Insurance and Annuity Association surveyed the post-1978 Age Discrimination in Employment Act amendment status of TIAA-CREF retirement and insurance plans in colleges and universities. The results of the survey are reported. (MLW)

Identifies common assumptions and fallacies that greatly increase superintendents' risk of job failure. Knowing how to enlist others to assist with a career crisis and designing a "golden parachute" retirement plan can make all the difference to a superintendent planning a career move. (MLH)