The 1986 amendments to the Age Discrimination in Employment Act and tax reforms from that year will require changes in retirement policies in higher education, especially pension plans, because of the extension of nondiscrimination rules to all tax-deferred annuities. (Author/MSE)

Although even a few years ago researchers were suggesting that faculty aging and the resulting retirements would result in a huge demand for new hires, job opportunities have become scarce for recent graduates of doctoral programs. It is important, however, that colleges be able to hire new personnel to bring new ideas into the institution. In…

This analysis of retirement planning and early retirement incentive plans in Illinois community colleges was drawn from a study of early retirement plans at each of the state's 39 community colleges, and a follow-up survey to clarify information in the documents and determine colleges' plans for the future. After introductory comments on the issue…

Nearly a million teachers will reach retirement age in the next 9 to 11 years. This report presents a complete state-by-state overview of the retirement programs available to America's teachers. Chapter 1 presents the issues of teacher aging, retirement, and early retirement and asks how school districts might effectively manage the retirement and…

This report discusses the results of a survey that examined the emeritus status of faculty and administrators at 24 community colleges across the country, with particular reference to such issues as emeritus eligibility, benefits, and coverage. It discusses the definition of emeritus in the second section. In the third segment, the rationale of…

A survey of 322 University of Queensland (Australia) faculty found changes in attitudes about retirement age and about terms and conditions of employment at later ages. Implications are discussed and barriers to more flexible faculty employment are examined, including the current structure of retirement benefits, taxes, and flexible retirement;…

Changes in retirement patterns at colleges and universities can be expected because of demographic reasons and because of federal and state legislation uncapping mandatory retirement. Institutional policies that will encourage reluctant older faculty to retire need to address the three fundamental components of successful employee retirement: (1)…

Recent studies have found that most faculty are more influenced to retire by financial incentives, working conditions, and family matters than the end of mandatory-retirement policies, anticipated in 1994. Further research and improved retirement tracking on individual campuses are recommended for improved institutional planning. (MSE)

A study of the historical connection between pension, mandatory retirement age, and retirement behavior in higher education suggests that raising the mandatory retirement age from 65 to 70 will have relatively small, short-term effects on the retirement timing of tenured faculty members. (Author/MSE)

Because of the end of mandatory retirement for faculty in January 1994, colleges and universities are looking at ways to motivate faculty to retire before age 70. A variety of incentives are being considered, including early retirement bonuses, allowing retirees to teach courses and keep a campus office, and toughening tenure evaluations. (MSE)

Eliminating mandatory retirement for tenured professors will force institutions to reassess their relationships with older faculty. Institutions should not abolish or modify existing tenure policies, which might erode academic freedom, but should instead adopt and consistently apply performance review procedures. (Author/MSE)

Discusses the approach taken by Cornell University (New York) to the end of mandatory retirement for faculty, noting the differences between the private and publicly assisted colleges that form the university. Topics addressed include the construction of the retirement plans, demographics of the faculty population, changing faculty expectations of…

This paper reports on significant developments in the meaning and function of emeritus rank in college faculties and discusses related issues in college planning affected by these changes. History and use of the term "emeritus," concepts on aging, and faculty views on emeritus status are examined; and the development of emeritus status…

This report summarizes rights and privileges provided to faculty retirees and emeriti of research universities, and presents results from a questionnaire sent to American Association of Universities (AAU) institutions (46 of the 60 members responded) concerning their ranking in desirability of 48 privileges, services, opportunities, rights, and…