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Supporting the Culminating Stages of Faculty Careers: Legal Issues

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Supporting the Culminating Stages of Faculty Careers: Legal Issues

July 18, 2011

​An ACE publication, funded by the Sloan Foundation. 

Congress eliminated mandatory retirement for tenured faculty in 1994. Since that time, professors with tenured appointments have had the freedom to retire at a time of their choice. Colleges and universities can enhance the transition to retirement with various amenities and inducements. This report focuses on the major legal issues in the areas of civil rights, contract, and tax law associated with faculty retirement incentives.

Chapters include:
  • Brief History of Mandatory Faculty Retirement,
  • The Nature of Age Discrimination,
  • Voluntary Retirement, Retaliation,
  • Contract Issues in Phased Retirement,
  • Benefits and Age Discrimination,
  • Retirement Incentives and the Safe Harbor,
  • Tax and Other Twists and Turns, and
  • An Operational Lesson in Retirement Incentives.

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