CUPA-HR's survey of benefits for higher education employees has been conducted since 2003. Prior to 2020-21, data were collected on healthcare benefits in odd years and non-healthcare benefits in even years. This year, we collected data on all benefits: healthcare benefits, including healthcare plans and wellness programs; and non-healthcare…

As school districts continue to seek administrative efficiencies and cost reductions in the wake of severe budget pressures, the resources they devote to creating or expanding retirement plan consortia is increasing. Understanding how to structure a retirement plan consortium is paramount to successfully achieving the many objectives of…

It is widely recognized that teacher quality is the central input in school performance. This insight has put human resource and compensation policies, including performance pay, tenure, alternative route recruitment, and mentoring, at center stage in school reform debates. Some school administrators have been innovators and reform leaders in…

In April 2009, a high school principal in a large Arizona school district met individually with 18 of his most senior teachers to inform them that they would not have a job the following year. Why didn't tenure protect them from wholesale dismissal? The answer is they all had one thing in common: they were retirees who had been leased or hired…

Results of a new survey of family-friendly benefits by the Center for the Education of Women at the University of Michigan at Ann Arbor show that stopping the tenure clock has become the most common family-friendly benefit in higher education, following paid maternity leave. Other family-friendly policies that top the list in academe allow…

Recent legislative and regulatory actions have made retirement policies more complicated. Six major elements appropriate for retirement policy review are addressed: normal-age benefits and goals, mandatory retirement, early retirement, phased retirement, auxiliary retirement savings programs, and retirement counseling. (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)

Institutions must provide good counseling regarding retirement program benefits, since when in doubt about their financial position faculty members are inclined to remain employed. Colleges should consider offering nonfinancial incentives for early retirement as well as financial. (MLW)

Greater attention has been focused on the role that employer-sponsored retirement plans and individual savings must play in ensuring retirement income security. Alternative tax retirement planning opportunities currently available to college personnel are explored. (MLW)

A variety of incentives offered to faculty to leave an institution in difficult financial circumstances are outlined. They include: liberalizing the actuarial pension reduction, lump-sum severance payments, annuity enhancements, phased retirement, retirement perquisites, retraining for outplacement, paid retraining, and earnings supplements during…

This CED report examines teacher pay and other compensation issues. Schools must be able to compete effectively for college-educated workers who have more career choices and see themselves as more mobile professionally than did earlier generations. Traditional compensation policies for teachers (salary schedules that reward only longevity and…

This report presents the results of a 50-state survey of the laws defining the reporting, disclosure and investment standards that govern public employee retirement systems. In addition to reviewing these laws, the report describes the legislative and executive oversight of public retirement systems mandated by state law. The data for the report…

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…

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)