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Goodall, Leonard E. – Academe, 1992
Four steps to retirement planning, intended to demystify retirement investment, are offered for college faculty: (1) establish diversification goals; (2) urge their institutions to offer more investment options; (3) coordinate retirement investments with other investments; and (4) take steps to guarantee against inflation. Typical age-related…
Descriptors: College Faculty, Higher Education, Investment, Money Management
National Education Association, Washington, DC. – 1988
This report summarizes the findings of the National Education Association's 1985 Retirement Provisions Survey. The survey encompasses all U.S. public retirement systems that include teachers or educational support personnel. The survey addressed all major plan administration topics including retirement eligibility provisions, benefit formulas,…
Descriptors: Early Retirement, Governance, Investment, Personnel Policy
Lee, Jeong W. – 1989
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…
Descriptors: Compensation (Remuneration), Government Employees, Higher Education, Income
Teachers Retirement System of Louisiana, Baton Rouge. – 1996
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…
Descriptors: Elementary Secondary Education, Fringe Benefits, Higher Education, Investment
Gray, Mary W. – AGB Reports, 1990
The debate about the "cashability" of faculty pension benefits raises questions about intent, fairness, and who controls what. Boards must weigh whether to allow faculty and staff to withdraw or transfer pension funds such as TIAA-CREF (Teachers Insurance and Annuity Association-College Retirement Equities Fund). (Author/MSE)
Descriptors: College Faculty, Governance, Governing Boards, Higher Education
Knopf, Winfield G. – Business Officer, 1994
A number of economic and social factors suggest that this is an appropriate time for colleges and universities to review employee retirement plans. Information that employees should have for retirement planning is reviewed, and basic principles for institutions to use in selecting a pension company are outlined. (MSE)
Descriptors: College Administration, Comparative Analysis, Competition, Costs
University of Western Ontario, London. – 1980
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…
Descriptors: College Faculty, Compensation (Remuneration), Eligibility, Financial Policy
Baran, Nancy H., Ed. – 1989
This booklet is designed to guide readers through the different stages of retirement planning, starting with goal setting. It is suitable for personal use by adults or for classroom use in junior high through adult consumer education classes. The booklet explains how to determine one's current financial status as well as how to estimate retirement…
Descriptors: Adult Education, Banking, Capital, Consumer Education