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Association of Retirement Organizations
in Higher Education

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retirement PlaNning Program resources

Faculty Retirement Policy Rubric for Institutional Use, submitted by American Council on Education

"This rubric is designed to describe the scale and dimensions of institutional policy and culture regarding supports for culminating stages of faculty careers and for retirement transitions. The rubric will provide timely feedback for administrators on where they stand and will encourage the campus to evaluate where they can improve or refine programmatic efforts (Stevens and Levi 2005)."

AROHE member examples of Resources for Retirement Planning

Pre-Retirement Planning Program (PRP), planning program next phase; six modules; offered by UC Berkeley Retirement Center

Retirement Planning Resources, resources dedicated to retirement planning offered by University of Southern California Emeriti Center

Transitioning to Retirement, four-week series of workshops offered by UC Davis Retiree Center

Estate Planning Programs and Resources

Life and Estate Planning -- University of Minnesota Retirees Association .  The University of Minnesota Retirees Association (UMRA) has offered several very different sessions related to estate planning in the recent past.


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