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  • Retirement and Phased Retirement Eligibility and Policies

    Retirement eligibility

    • A tenured faculty member, senior lecturer, or renewable term lecturer is eligible to retire after ten years of service at Santa Clara University and after reaching age 55.
    • A faculty member must notify the chair, dean and provost one full year before the academic year in which retirement is to begin.

    Phased retirement eligibility

    • A tenured faculty member or senior lecturer is eligible to apply for phased retirement after seven years of service at Santa Clara University, and usually not earlier than age 55.
    • Phased retirement involves a reduction in University responsibilities with a corresponding decrease in salary, over a period no longer than five years.
    • Compensation is proportional to the level and distribution of responsibilities for teaching, scholarship, and service.
    • Faculty in phased retirement maintain benefits including health care, long term disability, life insurance, retirement and supplemental retirement plans, and tuition remission.
    • Phased retirement does not affect tenure, rank, membership in the Faculty Senate, or any faculty privileges.  Faculty in phased retirement may be asked to share office space.
    • Phased Retirement Template 4.2021
    • Phased Retirement FAQs September 2020
    • Phased Retirement FAQs for Chairs and Deans 2020

    Agreement

    • Planned reduction in teaching, scholarship & service with a corresponding reduction in salary
    • Percent reduction in responsibility based on individual desiderata 
    • No effect on tenure status, rank, membership in Faculty Senate, or other faculty privileges

     

    Timeline and responsibilities

    • Faculty phase into retirement for up to five years
    • Period of phasing may be shortened at faculty request
    • Responsibilities may be further reduced at faculty request, but may not be increased

     

    Compensation 

    • Reduction in salary corresponds to reduction in responsibilities for teaching, scholarship & service 
    • Base salary for computation is salary of year before phased retirement begins 
    • Salary subject to merit increases

     

    Benefits

    • No reduction in benefits during phased retirement
    • Benefits include health care, long term disability (to the extent eligibility criteria are met), life insurance, pre-tax deductions, retirement & supplemental retirement plan, tuition remission, etc. 
    • Employer contribution to retirement plan based on actual salary
    • Faculty typically maintain office space

     

    Application and approval process

    • Faculty member consults with the Associate Provost for Faculty Affairs(provost@scu.edu), ideally one year prior to planned start of phased retirement
    • Provost’s Office prepares preliminary draft of Phased Retirement Agreement 
    • Chair and Dean are consulted as needed
    • Faculty member and Provost affirm draft agreement
    • Provost’s office prepares formal agreement for signatures of Provost and faculty member