
Handbook of Operating Procedures 2-2410
Phased Retirement For Tenured Faculty
The University of Texas at Austin
Executive Sponsor: Executive Vice President and Provost
Policy Owner: Associate Vice President Provost Office
January 1, 1993

The University of Texas at Austin offers faculty who have retired the option of "phasing" into complete retirement by various combinations of partial appointments. Phased Retirement shall be allowed only after a determination that part-time continued appointment not only benefits the individual faculty member retiree but also will result in a significant benefit to The University. Appointment to Phased Retirement shall be for a specific period of time not to exceed three academic years. Such appointments shall terminate at the expiration of the Phased Retirement period and existing policies of The University related to modified service and/or emeritus faculty status apply.
- Definitions
- Retiree - A retiree is any tenured faculty member who voluntarily terminates employment with The University and who meets the service requirements for retirement under the Teacher Retirement System or the Optional Retirement Program.
- Phased Retirement - Phased retirement refers to reduced appointments in teaching service, and/or scholarship to assist an individual in preparing for full retirement. A post-retirement contract is entered into for up to three years. The tenured faculty member officially retires, then maintains a part-time (50% or 25%) term appointment without tenure until the expiration of the contract.
- Planned Phased Retirement - An agreed plan for phasing the faculty appointment from 100% to full retirement. The plan will include the semesters involved, the percentage of appointment, workload and academic duties, and compensation.
- Policies and Procedures
- Eligible individuals desiring Phased Retirement must develop a Planned Phased Retirement through discussions with the department chairman at least one semester prior to the desired start date.
- A proposed written contract for Phased Retirement using the form included as Attachment A will:
- be prepared by the department chairman for review by the Budget Council and subsequent recommendation by the department chairman to the dean: and
- If the opinion of the dean the Phased Retirement contract will result in significant benefit to The University, he or she shall forward the proposed contract to the Executive Vice President and Provost with a request for review and approval.
- If the contract is approved by the Executive Vice President and Provost, it will be finalized and submitted to the faculty member for review and approval in accordance with the waiver procedures included as Attachment B.