ContractPhased-Retirement Agreement • January 4th, 2023
employee of a state educational institution, except health care employees, who is within the unclassified service under the Kansas civil service act, who is a participant in the retirement plan of the state board of regents, as provided in subsection (1)(a) of
PHASED RETIREMENT AGREEMENT Attachment APhased Retirement Agreement • May 24th, 2024
This Agreement is between The University of Texas at Austin ("University") and ______________ ("Professor ______________"), a tenured member of the faculty of the University.
Phased Retirement Agreement and release without tenure or continuing statusPhased Retirement Agreement • December 11th, 2020
This agreement is subject to the Phased Retirement Program under Arizona Board of Regents Policy 6-602, Optional Retirement Program. The enforcement of this agreement is subject to Arizona law and university and ABOR policy. Employee will remain subject to ABOR and university policies during phased retirement.
STANDARD PHASED RETIREMENT LETTER OF AGREEMENTPhased Retirement Agreement • September 16th, 2022
Your phased retirement will begin on _______ during which you will have a workload equivalent to __% of your workload for the prior academic year. Responsibilities will be arranged with the Chair of the department.
Department of CommercePhased Retirement Agreement • September 23rd, 2015
Section A – Criteria – To be eligible to elect phased retirement, an employee must have been working a full-time work schedule for the 3-year period immediately before the effective date of a phased retirement election and must qualify for retirement under 5 U.S.C §8336(a) or (b) for the Civil Service Retirement System (CSRS), or 5 U.S.C §8412(a) or (b) for the Federal Employees Retirement System (FERS). The age and service requirements for those retirement provisions are as follows: CSRS: Age 55 with 30 or more years of creditable service, or Age 60 with 20 or more years of creditable service. FERS: MRA (between age 55 and 57 depending on the date of birth) with 30 or more years of creditable service, or Age 60 with 20 or more years of creditable service.In addition, the Department of Commerce requires an employee to have received at least fully successful or equivalent performance ratings during the previous year to be eligible for phased retirement.Employees in phased retireme
PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • February 3rd, 2021 • Kansas
THIS AGREEMENT is by and between [EMPLOYEE NAME], residing at [EMPLOYEE ADDRESS] (hereinafter referred to as "Employee") and Pittsburg State University, a state educational institution of Kansas (hereinafter referred to as "University").
SANTA CLARA UNIVERSITY PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • May 29th, 2019
This Phased Retirement Agreement (“Agreement”) is made and entered into between Name, Title of Department, and Santa Clara University (“University”).
ContractPhased-Retirement Agreement • January 22nd, 2020
Subject to rules and regulations adopted by the state board of regents, each state educational institution may enter into phased-retirement agreements under this section with unclassified employees of the institution. Such agreements shall provide that the unclassified employee shall accept an appointment in a position which is less than the employee's current appointment but which is at least 1/4 time, and the state educational institution shall pay on behalf of the employee: (1) The amount specified by the Kansas state employees health care commission under K.S.A. 75-6508, and amendments thereto, as if the employee is serving under a full-time appointment as an employee of the state educational institution and participating in the state health care benefits program to provide for such participation of the employee; (2) the amount of contributions required under subsection (1)(c) of K.S.A. 74-4925, and amendments thereto; and (3) the amount required as contributions under subsection (2) o
YEARS OF SERVICE: RETIREMENT PLAN:Phased Retirement Agreement • September 19th, 2012
To participate in the University of North Carolina Phased Retirement Program (the "Program"), I understand that I hereby voluntarily resign my full-time employment with NC A&T State University, give up my tenured status, and accept a half-time, non-tenured phased retirement position. I further understand that I may elect to start receiving the benefits I have accrued under either the Teachers’ and State Employees’ Retirement System ("TSERS") or the Optional Retirement Plan ("ORP"), but am not required to do so. Furthermore, all retirement benefits for which I am eligible shall be determined in accordance with the applicable Plan. I understand and acknowledge that my decision to participate in this Program is voluntary and irreversible.
Effective 1/1/2017Phased Retirement Agreement • May 4th, 2022
AGREEMENT FOR PHASED RETIREMENT FORMPhased Retirement Agreement • January 7th, 2019
This employee meets the criteria for University retirement (AR 3:1) and is eligible to request phased retirement in accordance with AR 3:2.
SANTA CLARA UNIVERSITY PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • November 5th, 2024
This Phased Retirement Agreement (“Agreement”) is made and entered into between Name, Teaching Professor in the Department of [Name], and Santa Clara University (“University”).
Phased Retirement Application and AgreementPhased Retirement Agreement • December 11th, 2018
Upon CWU’s acceptance of my application to participate in the Program, CWU is obligated to offer me continued employment for a maximum term of two years (up to six consecutive quarters excluding summer quarter). Such employment shall be on a half-time basis (or equivalent). Compensation during the period of my phased retirement shall be one-half of the full-time salary I was earning immediately prior to phased retirement based on my last 9- or 12- month contractual term of full-time employment, plus whatever periodic salary increases as may be provided for continuing faculty under the Faculty Contract.
AGE: YEARS OF SERVICE: RETIREMENT PLAN:Phased Retirement Agreement • November 8th, 2017
To participate in the University of North Carolina Phased Retirement Program (the "program"), I understand that I hereby voluntarily resign my full-time employment with the University of North Carolina ("UNC")/ The University of North Carolina at Pembroke (“UNC Pembroke”), give up my tenured status, and accept a half-time, non-tenured phased retirement position. I further understand that I may elect to start receiving the benefits I have accrued under either the Teachers’ and State Employees’ Retirement System ("TSERS") or the Optional Retirement Plan ("ORP"), but am not required to do so. Furthermore, all retirement benefits for which I am eligible shall be determined in accordance with the applicable plan. I understand and acknowledge that my decision to participate in this program is voluntary and irreversible.
Memorandum concerning phased retirementPhased Retirement Agreement • November 21st, 2022
During the most recent round of negotiations, the Board of Trustees and URI Chapter of the American Association of University Professors agreed to reinstate the phased retirement option for tenured faculty (see Memorandum of Agreement #13 in the collective bargaining agreement between the URI Board of Trustees and the University of Rhode Island Chapter of the American Association of University Professors, 2022-2025). This agreement will continue through June 30, 2025, which means that applications will be accepted each January through January 15, 2025 for two-year periods of phased retirement lasting though academic year 2026- 27.
Phased Retirement AgreementPhased Retirement Agreement • January 31st, 2019
This Phased Retirement Agreement (the “Agreement”) is effective on the 2nd day of March, 2019, by and between the City of Eagan (the “City”) and Thomas G. Miklya, who has been serving in the role of Building Inspector (“Employee”) since June 17, 2002, resigning March 1, 2019.
Model Agreement Form Contract for Implementing Phased Retirement Program]Phased Retirement Agreement • September 19th, 2016
WHEREAS: By action on April 4, 2003, the West Virginia University Board of Governors adopted General Guidelines for Phased Retirement and directed the University to establish phased retirement programs consistent with such Guidelines;
S t. Louis County Phased Retirement Agreement SUPERVISOR TO COMPLETE:Phased Retirement Agreement • June 10th, 2019
AS THE SUPERVISOR OF A PRO APPOINTEE, I UNDERSTAND MY RESPONSIBILITY TO MONITOR THE NUMBER OF COMPENSATED HOURS TO ENSURE THE LIMIT IN LAW IS NOT EXCEEDED (LIMIT IN LAW: 25% REDUCTION FROM PRE-RETIREMENT HOURS EACH PAY PERIOD AND NO MORE THAN 1,044 HOURS IN A ONE-YEAR PERIOD). I FURTHER UNDERSTAND MY RESPONSIBILITY TO INFORM HR BENEFITS STAFF OF THE TERMINATION OF THIS PRO ASSIGNMENT.
AGREEMENT FOR PHASED RETIREMENT FORMPhased Retirement Agreement • January 7th, 2019
This employee meets the criteria for University retirement (AR 3:1) and is eligible to request phased retirement in accordance with AR 3:2.
UNIVERSITY OF NORTH CAROLINA PHASED RETIREMENT APPLICATION ANDPhased Retirement Agreement • November 21st, 2023
To participate in the University of North Carolina Phased Retirement Program (the "Program"), I understand that I hereby voluntarily resign my full-time employment with the University of North Carolina ("UNC")/The University of North Carolina at Chapel Hill, give up my tenured status, and accept a half-time, non-tenured phased retirement position. I further understand that I may elect to start receiving the benefits I have accrued under either the Teachers’ and State Employees’ Retirement System ("TSERS") or the Optional Retirement Plan ("ORP"), but, am not required to do so. Furthermore, all retirement benefits for which I am eligible shall be determined in accordance with the applicable Plan and retiree health is contingent on a monthly benefit from TSERS or the ORP. I understand and acknowledge that my decision to participate in this Program is voluntary and irreversible.
PHASED RETIREMENT AGREEMENT Attachment APhased Retirement Agreement • May 21st, 2021 • Texas
This Agreement is between The University of Texas at Austin ("University") and __________________ ("Professor ________________"), a tenured member of the faculty of the University.
PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • November 1st, 2012 • Lincoln National Corp • Life insurance • Pennsylvania
This Phased Retirement Agreement (the “Phased Retirement Agreement” or “Agreement”) sets forth the payments and benefits that you will be eligible to receive in exchange for your agreement to abide by certain terms and conditions during and following your phased retirement from the Company (as defined below). Your execution of this Agreement and the attached Agreement, Waiver & General Release (the “Waiver”) are a condition of the Company’s offer to you of this phased retirement arrangement and the position of Vice Chairman, Lincoln Financial Network. If you choose not to execute this Phased Retirement Agreement or the attached Waiver, your employment with the Company shall be terminated effective November 1, 2012. For purposes of this Agreement, the “Company” or “LNC” are defined as Lincoln National Corporation, its affiliates and subsidiaries, and each of their directors, officers, representatives, agents, attorneys, employees, successors, and assigns and any other person acting thro
Model Employer Phased Retirement AgreementPhased Retirement Agreement • October 17th, 2016
This Agreement is subject to, and incorporates by reference, the Office’s Phased Retirement Policy, [Policy Title and Number], and Utah Code, Title 49, Chapter 11, Part 13, Phased Retirement (collectively “Policy”). Any amendments or modifications to Policy shall amend this Agreement.
PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • December 13th, 2019
Faculty approved by their AUH for a workload reduction in the 1-3 years immediately preceding their retirement date should complete this form and submit to the Dean for formal approval.
Phased Retirement AgreementPhased Retirement Agreement • April 24th, 2006
This Phased Retirement Agreement is entered into between the undersigned faculty member and Northwestern University. The faculty member enters into this binding agreement to retire and, if applicable, relinquish tenure on the date specified below in exchange for a reduced workload, generally 50% effort, and a salary, generally 60% of base salary, in excess of the workload percentage. During Phased Retirement, the faculty member continues to enjoy full-time benefits (based on the Phased Retirement salary). Faculty members who are considering retirement are urged to consult with their Dean's Office and to contact the University’s Benefits Division (http://www.northwestern.edu/hr/retirees/index.html) for a consultation.
PHASED RETIREMENT AGREEMENTPhased Retirement Agreement • February 22nd, 2024 • Missouri
THIS PHASED RETIREMENT AGREEMENT (the “Agreement”), made by and between the CITY OF CHESTERFIELD, MISSOURI, a city of the third class and political subdivision of the State of Missouri, with an address of 690 Chesterfield Parkway West, Chesterfield, Missouri 63017 (the “City”) and MICHAEL OLIVER GEISEL, a natural person, over eighteen years of age, and resident of the State of Missouri (“Geisel”). The City and Geisel are each referred to as a “Party” and are collectively referred to as the “Parties”.
GVSU Phased Retirement AgreementsPhased Retirement Agreement • April 5th, 2019
The University recognizes that some regular faculty and staff may want to gradually phase into retirement by reducing their workload for a few years prior to full retirement. Additionally, it may be to the benefit of both the faculty/staff member and the University to enter into an arrangement where the faculty/staff member’s workload and compensation are reduced as they approach retirement. When such arrangements are possible, the University and the faculty/staff member may elect to enter into a phased retirement agreement.
Antioch UniversityPhased Retirement Agreement • November 7th, 2013
PHASED RETIREMENT AGREEMENT FOR TENURED FACULTYPhased Retirement Agreement • June 4th, 2022 • Texas
As consideration for such resignation, Professor will be appointed as Professor without tenure on a part-time basis for the following periods:
PHASED RETIREMENT AGREEMENT FOR TENURED FACULTYPhased Retirement Agreement • May 23rd, 2024
As consideration for such resignation, Professor will be appointed as Professor without tenure on a part-time basis for the following periods:
DEPARTMENT: AGE: YEARS OF SERVICE: RETIREMENT PLAN:Phased Retirement Agreement • February 25th, 2013
To participate in the University of North Carolina Phased Retirement Program (the "Program"), I understand that I hereby voluntarily resign my full-time employment with the University of North Carolina ("UNC")/ Winston-Salem State University, give up my tenured status, and accept a half- time, non-tenured phased retirement position. I further understand that I may elect to start receiving the benefits I have accrued under either the Teachers’ and State Employees’ Retirement System ("TSERS") or the Optional Retirement Plan ("ORP"), but am not required to do so. Furthermore, all retirement benefits for which I am eligible shall be determined in accordance with the applicable Plan. I understand and acknowledge that my decision to participate in this Program is voluntary and irreversible.
PHASED RETIREMENT AGREEMENT AND GENERAL RELEASEPhased Retirement Agreement • February 9th, 2022 • New Jersey
Justice Management DivisionPhased Retirement Agreement • March 23rd, 2018
Per DOJ policy 1200.04, this agreement is required for each period of phased retirement. It establishes the terms and time limitations for the employee’s period of phased employment, which is a condition of approval. The phased retirement agreement must be submitted at least 45 days before the proposed effective date of the phased employment period. Request to extend or reduce an approved phased employment period should be submitted and approved at least 30 days before the date of expiration of the current agreement.
Phased Retirement Agreement and ReleasePhased Retirement Agreement • August 5th, 2019
This Agreement is subject to the Phased Retirement Program (Program) under Arizona Board of Regents Policy 6-602, Optional Retirement Program. The enforcement of this Agreement is subject to Arizona law and University and ABOR policy. Employee will remain subject to ABOR and University policies during phased retirement.
PHASED RETIREMENT AGREEMENT AND RELEASEPhased Retirement Agreement • May 8th, 2015
This Agreement and Release is made and given by (“Employee”) in favor of Texas Wesleyan University, together with its past and present officers, trustees, employees and agents (together called the “University”).
