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Yale University |
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On July 1, 1993, compulsory retirement of tenured faculty was eliminated. Because department and school planning is enhanced by knowing the approximate retirement dates of tenured faculty, the University has created several programs to encourage members of the faculty to plan for their retirement and inform chairs of their plans.
Retired members of the faculty who continue to be professionally active contribute a great deal to the University community. Tenured faculty members entering full retirement will be granted by vote of the Corporation an emeritus title corresponding to their rank. The dean or chair of the member’s school or department should submit a Faculty Appointment Form for this purpose during the final semester of non-retired status.
In order to support the continued professional activity of retired faculty and to accommodate this activity to the primary requirements of the students and non-retired faculty, the following policies and procedures have been developed.
While assignments of office space must first accommodate those who have not retired, every attempt will be made to provide office space to retired members of the faculty. Although research space is even more limited, it can also be assigned to retired ladder faculty if circumstances permit and need can be demonstrated, as for example by an active and well-funded research program. Assignment will be made by the Provost or appropriate professional school dean on the recommendation of the department chair. The amount of research space provided will, in most instances, be substantially less than the amount occupied before retirement. Assignments of office and laboratory space to retired faculty will be reviewed annually to determine whether renewal is possible in the context of competing needs.
Retired faculty will retain a number of faculty privileges. They include the following:
Library—Stack and borrowing privileges are the same as for non-retired faculty. (Contact the Privileges Office, Sterling Memorial Library.)
Parking—Parking spaces will be assigned to retired faculty with the same priority as they had as non-retired members of the faculty, but at the lowest rate category. (Contact the Parking Office.)
Computers and Networking—Retired faculty are entitled to keep for their own use computers provided for them by the University and they retain access to the department information technology support staff.
Fellowships in the Residential Colleges—“Fellow emeritus” status is determined by the masters and fellowships of the colleges. (Contact the Council of Masters Office.)
Dining Halls—All emeritus fellows are provided free lunches in any Residential College dining hall or the Hall of Graduate Studies; anyone connected with the University, including all retired faculty and their guests, may eat in any University dining hall and pay cash.
Payne Whitney Gymnasium—Rates and privileges are the same for retired faculty as for non-retired faculty. (Contact the Director’s Office, Payne Whitney Gymnasium.)
Yale Charge Accounts—Emeritus fellows of Residential Colleges may have the same charging privileges as non-retired faculty.
Retired members of the faculty are eligible for University-sponsored and subsidized health insurance. They may select and use any licensed medical providers for themselves and their eligible dependents. Although by charter, only Yale employees may be members of the Yale Health Plan, those previously enrolled in the Yale Health Plan may, if they wish, continue to use YHP primary physicians. The University’s contribution to the cost of retiree health insurance premiums is based upon length of service at Yale and reaches its maximum at thirty years of service. To obtain information on costs and coverages, prospective retirees are encouraged to consult the Benefits Office.
Retired faculty members may teach on a year-to-year basis under certain conditions. For the professional schools, consult the appropriate dean. For emeritus faculty in the Faculty of Arts and Sciences, the following conditions prevail:
a. Like one-year replacement faculty, they are hired when a department or school has demonstrated that the teaching is necessary as a result of leaves or vacancies that cannot be covered by non-retired faculty.
b. A dean’s or the Provost’s capacity to make the appointments will depend upon the availability of funds to meet one-year teaching needs.
c. During the terms in which they teach, emeritus faculty will be given the title lecturer in addition to their emeritus title. This title does not confer voting rights in the department, nor does the position require participation in department business or service on committees.
Faculty members are expected to anticipate their retirement by arranging their supervision of graduate dissertations so that all dissertations will be completed by the time of retirement or shortly thereafter. Emeritus faculty may, without being appointed as lecturers, serve as readers of dissertations, but may not serve as directors.
Several important considerations determine whether the University will sponsor, totally or in part, retired faculty members’ applications for grants or contracts, and whether it will authorize research appointments for retired faculty members on the grants or contracts of non-retired members of the faculty. In making its decision the University must take into account the contribution of the proposed research to the University community, its demand upon physical facilities, and its direct and indirect effects upon other research and training programs of the department and the University. The same considerations govern decisions to authorize retired members of the faculty to work with postdoctoral appointees and, if so, in what numbers.
Members of the faculty may apply for research support that extends beyond retirement, and emeritus faculty may apply for research support, provided that the Provost or the appropriate professional school dean is willing to commit the necessary space and facilities for the period of the grant. In the case of faculty in the Faculty of Arts and Sciences and in the School of Medicine, this will be done only on the recommendation of the department chair.
If the department or school faculty so votes, and if the appointment is approved by the Corporation, the emeritus faculty member may be given the additional title of senior research scientist/scholar, to be held during the period of grant or contract support. In the case of emeritus faculty in the Schools of Medicine and Nursing, the department’s recommendation should be forwarded to the dean for approval. The same procedures will apply in the case of emeritus faculty who seek appointment as senior research scientists/scholars on the grants or contracts of non-retired members of the faculty.
An emeritus faculty member who is appointed as senior research scientist/scholar under the above conditions may be paid salary from the grant or contract for any fraction of his or her time, up to 100%. The salary will be set by the Provost or dean, except that in no case may it exceed any cap imposed by the granting or contracting agency.
During the period that an emeritus faculty member is being paid from a grant, he or she will be entitled to all fringe benefits normally accorded to senior research scientists/scholars, as long as these benefits are entirely chargeable to the grant. Fringe benefits are accorded only to employees who are paid for half time or more.
When mandatory retirement of faculty was eliminated, the University created three programs to provide different ways to approach retirement and to encourage tenured faculty (and School of Medicine professors with continuing appointments) to plan retirement from their positions. These programs are Early, Phased, and Planned Retirement.
This program provides a salary supplement to eligible faculty members who elect to retire at or over age 62 and before the normal retirement age of 70. The maximum amount of the subsidy, available at age 67, is 60% of the participant’s last three-year average salary plus 2% for each additional year of service over 15. The amount begins to decline at age 68. The subsidy takes the form of one taxable payment at retirement.
This program is appropriate for faculty who plan to retire at or after age 62 and would prefer to work (and be compensated) half-time for a fixed period of time (from one to three years) before full retirement. Faculty in the School of Medicine have, under certain conditions, the option of working for any fraction of time between 10% and 80%. Faculty choosing this program who will retire fully before the normal retirement age of 70 will also be eligible for a portion of the Early Retirement Subsidy. They may elect to receive one-half of the Early Retirement Subsidy calculated as of the time they begin Phased Retirement, or the Early Retirement Subsidy will be calculated as of the time of full retirement.
This program is appropriate for faculty who plan to retire at or beyond age 62 and who would prefer to reduce certain of their responsibilities for a specified period of time before a fixed retirement date (within one to three years). They continue to be compensated at the full-time rate. Faculty choosing Planned Retirement who will retire fully before the normal retirement age of 70 will also be eligible for the Early Retirement Subsidy, payable during the period of Planned Retirement or in a lump sum upon full retirement.
For details about all of these programs please consult the Benefits Office.
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