This guidebook on retirement planning helps potential retirees by raising important issues in such areas as changing roles and relationships, health and fitness, meaningful use of time, working options, financial and estate planning, and housing and lifestyle. The first section, on attitude and role adjustments, discusses support systems, changing…

This document consists of a series of tables that display data derived from a survey of 33 companies that provide employer supported caregiver programs for the elderly. The tables outline the following information: (1) factors enhancing employer-supported eldercare development; (2) factors inhibiting employer-supported eldercare development; (3)…

Like most Western countries, Switzerland experienced an increased birth rate following World War II, followed by decades of slower growth. However, the number of those over 65 will have increased five-fold during the 20th century, and the number of those over 80 will have increased ten-fold. Thus, there is a smaller number of young people to…

Two issues were analyzed--the changing characteristics of early pension recipients and the costs of early retirement. The analyses covered men and women aged 50 and older and were based primarily on data from the Census Bureau's March 1984 Current Population Survey. Findings showed that the percentage of the population receiving employer-sponsored…

Results of a 1987-1988 survey of pensions plans in 17 Ontario, Canada, universities are presented. Information is provided on: eligibility, the type of plan, member contributions, university contributions, benefits on normal retirement (at age 65) and on early retirement (at age 55), trustee, investment manager, and pension committee composition…

The Minister of Education of Alberta, Canada established a task force in 1983 to analyze the characteristics of teachers' pension plans and to develop a model retirement plan for teachers in Alberta. The task force reviewed the legislative, structural, administrative, and financial characteristics of Alberta's existing Teachers' Retirement Fund as…

The Minister of Education of Alberta, Canada established a task force in 1983 to analyze the characteristics of teachers' pension plans and to develop a model retirement plan for teachers in Alberta. The task force reviewed the legislative, structural, administrative, and financial characteristics of Alberta's existing Teachers' Retirement Fund as…

Views of members and key pension plan administrators concerning the Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) were assessed. Attention was focused on perceptions of the organization's strengths and weaknesses, and the importance of these characteristics in creating its reputation. Telephone interviews…

Part 3 of a three-part report on fringe benefits in public schools, this study reports fringe benefits received by classroom teachers for school year 1979-80 in the 803 districts that responded to a survey instrument mailed to a sample of 1,808 public school systems. Data on leave provisions, group insurance programs, professional liability…

Current methods of funding teachers' retirement systems, which base pensions on final salaries, are inequitable because they are not related to school districts' ability to pay and because they require some teachers to subsidize others. A five-state survey shows it is common for pensions to be funded by school districts and teachers, sometimes…

Data on public sector superannuation plans in Ontario provide the basis for this examination of the current situation regarding the pension funds for public employees and teachers. The report describes and compares the employee/employer contributions, basic benefits, rates of return, and ratio of beneficiaries to contributors in various public…

Discusses the reasons for considering integration of Social Security benefits into the company pension plan and the approaches to and methods of integration, and how they apply to various types of plans. (Editor/TA)

The executive summary of of TIAA-CREF's Special Trustee Joint Committee's report "TIAA-CREF: The Future Agenda," cites new accumulation funds and pay-out vehicles; transferability of annuity accumulations; reporting, services, and planning for policy holders and institutions; and governance and implementation. (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)

To offset declining enrollments, financial constraints, younger faculties, and high tenure ratios, some institutions are considering early retirement programs to facilitate faculty turnover. A University of Virginia faculty committee reviewed several early retirement options and selected a cost-effective bridging program with ample incentives and…