I. Conclusions and Recommendations
II. Faculty Leadership Interviews Summary
Introduction
Objectives
Interviewees
Organization and MethodologyRetirement Issues and Incentives
Long-Term Issues Affecting the University
The Implicit Contract Between the University and the Faculty
III. Faculty Focus Groups Summary
Introduction
Objectives
Organization and MethodologyDemographics of Active Faculty Attending Focus Groups
Financial and Retirement Planning
Satisfaction with Retirement Plans and Practices
Priorities for Change
Long-Term Issues and Retirement
IV. Faculty Retirement Survey Summary (Part 1)
Response Rates and Demographics
Reporting Methodology
Satisfaction with Retirement Plans and Communications
Career Planning
Financial and Retirement Planning: Faculty need assistance in financial and retirement planning
Financial needs in retirement
Confidence in having enough retirement income
Making investment decisions for retirement
Independent workshops and consultationsForecasting Retirement Age and Replacement Income
IV. Faculty Retirement Survey Summary (Part 2)
Retirement Benefits Communication
Number of Faculty Retiring
Retirement Processes and Practices
Retirement Communication
Faculty have mixed views on the Deans taking a more active role in retirement discussions and processesFactors Important to Faculty in Retirement
Connection to the University
Faculty Comments
A. Ad Hoc Faculty Advisory Committee on Retirement Charge Memo
B. Retirement Practices at Other Universities
C. Faculty Retiree Data, 1989 - 1998
D. Faculty Leadership Interviews: Pre-Interview Package
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