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College of Arts & Sciences

Early Retirement Policy

The purpose of this document is to clarify CAS early retirement policy and procedures. It remains in concordance with the Faculty Handbook (FH; August 2017) but represents a change from previous college policy. This update is provided to clarify the expectation that all early retirement workload plans must be pre-approved by the Dean.

The general expectation during early retirement is that the faculty member will be permitted to teach the equivalent of one third of the department’s annual teaching load. However, should the faculty member, department chair, and dean concur, alternate workloads are permissible (FH sect. III.R.1.). For example, for a faculty member with a T:R:S workload of 40:40:20 (check departmental work load policy), who plans to continue their research and service obligations, a 2:2 teaching load would equate to 4 courses taught over three years (i.e., one third of an annual teaching load). Alternative workloads should be adjusted accordingly. Early-retired faculty will have their teaching, research, and service reviewed annually, covering all duties specified in their agreement and in accordance with departmental procedures (FH, sect. III.R.3.). These reviews will be forwarded to the Dean’s Office annually, along with all other faculty evaluations.

In exchange, the faculty member will receive one third of their annual base salary (FH, sect. III.R.1-2.). The workload distribution will be determined by the faculty member in consultation with his/her academic department head, after consideration of the needs of the department, and subject to final approval by the Dean.

Due to provisions of the Affordable Care Act, early retirees both qualify for and must be offered healthcare benefits, assuming they had an average FTE of at least 0.75 for the 12 months preceding retirement. If the faculty member does not take a 26 week break prior to resuming service, the college will accrue unnecessary benefit costs. Thus, we strongly encourage early retirees to plan for a 26 week break prior to resuming service (e.g., early retirement to begin 1-JAN, with spring term and summer off, and a return to service in the following fall term). Any exception to the 26 week break in service rule must be approved by the Dean.

Early Retirement Procedures

  • Faculty member discusses Early Retirement plan, including a detailed workload plan with department chair.
  • Upon agreement between the faculty member and the chair, the chair documents the proposed workload plan via a letter to the Dean. The letter should include details of workload semester-by-semester for the entire period (i.e., course numbers, title, credit hours, specific service responsibilities, research plans, etc.).
  • Chair then forwards the Early Retirement Agreement Form and Letter with Proposed Workload Plan to the Director of Administration in the Dean's Office.
  • Director of Administration reviews forms with the Associate Dean for Faculty, Graduate Studies, and Research and routes forms to Dean for final review and approval.
  • Director of Administration
    • All signed forms and letters are sent to Executive Asst. to Assoc. Provost.
    • Once signed by the Associate Provost, copies are sent to UHR/Payroll/Benefits, CFAO, and Director of Finance.
    • Hard copies then printed for permanent faculty personnel file; electronic copies saved to designated directory on share drive.
    • List of Early Retirees on the college e-file is updated and placed on share drive.

/BCM & KBC: 2018

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