A SURVEY OF UNIVERSITY OF NEW BRUNSWICK S RETIRED ... · the questionnaires for the pre-retiree group. Allison Johnson-Sacobie served with equal efficiency in collecting the mailed

A SURVEY OF UNIVERSITY OF NEW BRUNSWICK’S

RETIRED EMPLOYEES AND EMPLOYEES APPROACHING

RETIREMENT

PREPARED FOR THE STANDING COMMITTEE ON RETIRED FACULTY AND STAFF

BY KATIE IRETON

NOVEMBER, 2006

TABLE OF CONTENTS FOREWORD ..................................................................................................................................... i EXECUTIVE SUMMARY ................................................................................................................. iii INTRODUCTION ............................................................................................................................. 1 PROJECT OVERVIEW ..................................................................................................................... 1 RESEARCH OBJECTIVES ................................................................................................................ 1 METHODOLOGY ............................................................................................................................ 1 SECTION 1: RETIREES................................................................................................................... 3

Demographics.............................................................................................................................. 3 Past Use of UNB Activities and Services By Retirees ................................................................ 5 Post-Retirement Services Provided to UNB By Retirees .......................................................... 8 Retirees’ Interest in Using UNB Activities and Services in the Future .................................... 13 Retirees’ Interest in Providing Services to UNB in the Future ................................................ 18 Retirees’ Interest in Potential New Retirement Benefits.......................................................... 23 Retirees’ Use of, And Satisfaction With, Health, Drug and Dental Plans................................. 27 Retirees’ Opinions of Amount of Information Received ......................................................... 30

SECTION 2: PRE-RETIREES ........................................................................................................ 33

Demographics............................................................................................................................ 33 Pre-Retirees’ Interest in Using UNB Activities/Services After Retirement............................. 34 Pre-Retirees’ Interest in Providing Services to UNB in the Future ......................................... 39 Pre-Retirees’ Interest in Potential New Retirement Benefits................................................... 44 Pre-Retirees’ Use of, and Interest in, Health, Drug and Dental Plans...................................... 47 Pre-Retirees’ Opinions of the Importance of UNB Maintaining Close Contact ..................... 49

CONCLUSION ............................................................................................................................... 50 APPENDIX A.................................................................................................................................. A APPENDIX B...................................................................................................................................B APPENDIX C...................................................................................................................................C APPENDIX D ................................................................................................................................. D APPENDIX E ...................................................................................................................................E APPENDIX F ................................................................................................................................... F APPENDIX G ................................................................................................................................. G APPENDIX H ................................................................................................................................. H APPENDIX I ..................................................................................................................................... I

LIST OF TABLES Table 1: Geographic Location of Retirees....................................................................................2 Table 2: Retiree Demographics ...................................................................................................3 Table 3: Retiree Demographics, Part II .......................................................................................4 Table 4: Retirees’ Use of UNB Activities and Services Since Retirement ....................................5 Table 5: Significant Differences for Retirees' Use of Activities and Services Since Retirement......7 Table 6: Significant Differences for Retirees' Use of Activities and Services Since Retirement,

Part II ..................................................................................................................................8 Table 7: Percentage of Retirees Providing Services to UNB Since Retirement ............................9 Table 8: Percentage of Retirees Who Volunteered for UNB Activities By Employee Category

And Gender......................................................................................................................11 Table 9: Percentage of Retirees Who Served on a UNB Commitee By Employee Category And

Gender ..............................................................................................................................11 Table 10: Precentage of Retirees Who Advised Current Students By Employee Category And

Gender ..............................................................................................................................11 Table 11: Significant Differences for Retirees' Provision of Services to UNB Since Retirement .12 Table 12: Significant Differences for Retirees' Provision of Services to UNB Since Retirement,

Part II ................................................................................................................................12 Table 13: Retirees' Interest in Using UNB Activities and Services in the Future ........................13 Table 14: Significant Differences of Retirees' Interest in Future Participation in Activities and

Services..............................................................................................................................17 Table 15: Significant Differences of Retirees' Interest in Future Participation in Activities and

Services, Part II..................................................................................................................17 Table 16: : Significant Differences of Retirees' Interest in Future Participation in Activities and

Services, Part III ................................................................................................................18 Table 17 : Retirees' Interest in Offering Services to UNB in the Future.....................................19 Table 18: Significant Differences of Retirees' Interest in Providing Services to UNB in the Future

..........................................................................................................................................22

Table 19: Significant Differences of Retirees' Interest in Providing Services to UNB in the Future, Part II....................................................................................................................23

Table 20: Retirees' Interest in Potential New Retirement Benefits.............................................24 Table 21: Significant Differences for Retirees' Interest in Additional Retiree Benefits ................25 Table 22: Significant Differences for Retirees' Interest in Additional Retiree Benefits, Part II.....26 Table 23: Retirees' Satisfaction Levels with Health, Prescription Drug and Dental Plans ............28 Table 24: Retirees' Interest in Having UNB Offer Prescription Drug and Dental Plans for

Retirees (Retirees to Pay 100% of All Premiums)...............................................................29 Table 25: Retirees' Access to Information..................................................................................30 Table 26: Retirees' Opinions of Amounts of UNB Information Received .................................31 Table 27: Pre-Retirees' Demographic Information.....................................................................33 Table 28: Pre-Retirees' Interest in Using UNB Activities or Services After Retirement .............34 Table 29: Significant Differences in Pre-Retirees' Interest in Participating in Various UNB

Activities and Services in the Future...................................................................................36 Table 30: Comparison of Scores For Interest in Future Participation or Use ..............................39 Table 31: Pre-Retirees' Interest in Offering Services to UNB After Retirement.........................40 Table 32: Significant Differences for Pre-Retirees Interest in Providing Services to UNB in the

Future................................................................................................................................41 Table 33: Significant Differences for Pre-Retirees Interest in Providing Services to UNB in the

Future, Part II....................................................................................................................41 Table 34: Pre-Retirees' Interest in Potential New Retirement Benefits ......................................44 Table 35: Comparison of Scores For Interest in Benefits ............................................................47 Table 36: Pre-Retirees' Interest in Having UNB Offer Prescription Drug and Dental Plans for

Retirees for Which Retirees Pay 100% of All Premiums ....................................................47 Table 37: Pre-Retirees' Opinion of the Importance of UNB Maintaining Close Contact With

Retired Employees ............................................................................................................50

LIST OF FIGURES Figure 1: Retirees’ Use of UNB Activities and Services Since Retirement ...................................6 Figure 2: Retirees’ Services Provided to UNB Since Retirement...............................................10 Figure 3: Retirees’ Interest in Future Use of UNB Activities and Services .................................16 Figure 4: Retirees’ Interest in Future Provision of Services to UNB ..........................................21 Figure 5: Retirees’ Interest in Potential New Retirement Benefits .............................................26 Figure 6: Retirees’ Reasons for No Alternative Drug Plan .........................................................27 Figure 7: Retirees’ Reasons for No Alternative Dental Plan.......................................................28 Figure 8: Importance of Health Benefits to Retirees’ .................................................................29 Figure 9: Pre-Retirees’ Interest in the Use of UNB Activities and Service After Retirement......37 Figure 10: Retirees and Pre-Retirees’ Interest in Future Use of UNB Activities and Services.....38 Figure 11: Pre-Retirees’ Interest in Providing Services to UNB After Retirement .....................42 Figure 12: Retirees’ and Pre-Retirees’ Interest in the Future Provision of Services to UNB.......43 Figure 13: Pre-Retirees Interest in Potential New Retirement Benefits......................................45 Figure 14: Retirees’ and Pre-Retirees’ Interest in Potential New Retirement Benefits ...............46 Figure 15: Importance of Health Benefits to Pre-Retirees..........................................................48 Figure 16: Importance of Health Benefits to Retirees and Pre-Retirees......................................49

FOREWORD The Standing Committee on Retired Faculty and Staff undertook this ambitious survey to identify the ongoing linkages which exist between the University of New Brunswick and its retired employees. The focus is on those University services which retired employees continue to use and the services which they themselves provide to the University after retirement, and the kinds of linkages retirees would like to see develop in the years ahead. The basis for this report is a detailed questionnaire sent to 701 retired employees from the Fredericton and Saint John campuses for whom UNB had a mailing address in September 2006. In addition, the Committee sent a similar questionnaire to 154 current long-service employees who had taken part in a pre-retirement information and planning session in late 2005. This second survey helped us to make some comparisons between the actual activities and attitudes reported by current retirees and the expectations and hopes of a sample of employees now nearing retirement. The response rate to each survey was approximately 50 percent – considered a good rate for a mail survey, and an indicator of the high level of interest which both current and prospective retirees have in the subject. Katie Ireton, a UNB law student, ably compiled and analysed the responses received and wrote the attached report. We are much indebted to her for the skill and efficiency with which she carried out the task. We also thank two other UNB students, Tanya McKillop and Laura Nichols, for the assistance they provided at earlier stages of the project. There are many others to thank as well. Peter T. Coates guided us through the various stages of questionnaire design, selection of survey techniques and report preparation. Suzanne Boudreau compiled the mailing list of current retirees from a number of sources. Their generous assistance was critical from vision to completion. David Wiezel and Vicki Hape-Gould kindly made their office available to distribute and collect the questionnaires for the pre-retiree group. Allison Johnson-Sacobie served with equal efficiency in collecting the mailed responses from retired employees. John McLaughlin must be thanked for a single, but essential contribution to the overall project: providing the financial support needed to cover our out-of-pocket costs for printing, mailing, research assistance and report preparation. Finally, but most of all, we have to thank the 418 current and prospective retired employees who took the time to complete a lengthy questionnaire, and in many cases also added helpful comments. Without them the successful completion of this project would not have been possible. We believe that this report provides a new insight into existing and potential linkages between the University and its retired employees, and that the findings can be used to strengthen these relationships to the benefit of both in the coming decades.

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STANDING COMMITTEE ON RETIRED FACULTY AND STAFF J. F. (Jim) O’Sullivan (Chair) Barry Beckett (Vice-Chair) Robert E. Burridge Peter C. Kent Sheila Laidlaw Alan Logan* William MacGillivary** Susan Montague (Secretary) * Alan Logan became a member of the Committee in October 2005, following the resignation of Reginald MacKenzie ** Bill MacGillivary participated in the work of the Committee from the outset in 2005 until his untimely death in September of 2006. All of us were saddened by his passing and by the loss of a dedicated and congenial colleague. Diane Potvin has been appointed to succeed Bill as a member of the Committee 28 November 2006

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EXECUTIVE SUMMARY In 2005, Dr. John McLaughlin, President of the University of New Brunswick (UNB), established the Standing Committee on Retired Faculty and Staff to strengthen university relationships with retired faculty and staff. This report responds to this goal by examining retirees’ and pre-retirees’ levels of interest in the programs and services currently available to them, other potential benefits that might be of interest and the use of and interest in health, drug and dental plans by both pre-retirees and retirees. It also measures the interest which retirees and pre-retirees have in continuing to participate in university activities, and continuing to provide services to the university, after they retire. This survey is particularly timely given demographic data obtained by the Committee that indicates the number of living retirees has been growing and that the total could double by 2025. Questionnaires were mailed in September 2006 to 701 retired UNB employees living in North America for whom the committee had a mailing address. Three hundred and forty completed questionnaires were submitted for a response rate of 48.5%. A modified version of this questionnaire was given to current UNB employees approaching retirement who had participated in university retirement sessions in 2005. Seventy-eight of these 154 questionnaires were completed and returned for a response rate of 50.6%. Some attempts were made to compare respondents from the retiree group with those from the pre-retiree group. It must be recognized that the extent of these comparisons is limited by the small number of pre-retiree respondents. The average age of retirees responding to the questionnaire was 69. Sixty-seven percent of respondents were former academic employees while 33% were former support staff. Sixty-six percent of respondents were male. The majority (74%) had worked at UNB for more than 20 years and 65% had been retired for ten years or less. Ninety percent continue to live in New Brunswick and 85% live within commuting distance to a UNB campus. The composition of the pre-retiree respondents differed significantly from the current retirees. Among the pre-retiree responents academic staff represented only 28% of the total respondents while support staff accounted for 72%. Thirty-eight percent of pre-retiree respondents were male. Seventy percent of these employees were employed at UNB for more than 20 years and 93% plan to live within commuting distance to a UNB campus after retirement. Respondents to the retiree questionnaire indicated they continue to use a variety of UNB services since retirement. Making purchases at the UNB bookstore (72%) and accessing UNB’s online sources (61%) were the two most popular services accessed by retirees. More than half of respondents said they use UNB computing services (56%), UNB libraries (54%) and UNB food services (53%). The next most frequently used services or activities were attending public lectures (48%), attending graduation ceremonies (47%), attending concerts (46%) and attending other cultural events (44%). About one-third (32%) reported attending UNB athletic events. Generally speaking retired academic employees were more likely than former support staff to have made use of these services. When asked to indicate their interest in participating in these activities and services in the future retirees indicated that they are interested in continuing to participate in the same things. Fewer retirees reported having provided services to UNB. Forty-three percent of retirees had advised prospective students since retirement while 34% had advised current students. Other

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involvements included volunteering for UNB activities (28%), conducting formal research (27%), teaching credit courses (25%), acting as thesis committee members (21%) and serving as guest lecturers (20%). Academic staff were significantly more likely than support staff to have provided services to UNB since retirement. Pre-retirees were asked to indicate their interest in using the same activities and services after they retire. There were some differences between pre-retirees’ expected interest after retirement and retirees’ current use of UNB activities and services with pre-retiree interest being stronger than current retiree participation.

Table A: Ranking of Retirees' Use and Pre-Retirees' Interest in Future Use of UNB Activities and Services

Activity or Service Used Rank of Reported Retiree

Use (Percentage in Brackets)

Rank of Pre-Retiree Interest in Future Use (Mean* in

Brackets) Making Purchases at UNB Bookstore

1 (72%) 3 (4.05)

Accessing Online Information 2 (61%) 2 (4.15) Using UNB Computing Services 3 (56%) 1 (4.35) UNB Libraries 4 (54%) 5 (3.73) UNB Food Services 5 (53%) 13 (2.95) Attending Public Lectures 6 (48%) 5 (3.73) Attending Graduation Ceremonies

7 (47%) 15 (2.75)

Attending Concerts 8 (46%) 4 (3.79) Attending Cultural Events 9 (44%) 8 (3.64) Attending Athletic Events 10 (32%) 12 (3.03) Using UNB Recreational Facilities

11 (23%) 9 (3.44)

UNB Internet/Computer Training

12 (14%) 7 (3.67)

Take a UNB Non-Credit Course 13 (9%) 9 (3.44) Reduction in Tuition For Spouses and Dependents

14 (6%) 11 (3.41)

Take a UNB Credit Course 15 (2%) 14 (2.84) *Mean is based on a five-point scale where 1 indicates definitely would not participate and 5 indicates definitely would participate.

Pre-retirees were also asked to indicate which services they would be interested in providing to UNB after retirement. Again, there were some differences between pre-retirees’ expected interest and retirees’ current provision of services and pre-retirees’ interest was generally stronger.

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Table B: Ranking of Retirees' Actual Provision of, and Pre-Retirees' Interest in Providing Future, Services to UNB

Rank of Reported Retiree Activity (Percentage in

Brackets)

Rank of Pre-Retiree Interest in Future Participation (Mean* in

Brackets) Service Provided Academic Support Academic Support

Advising Prospective Students

1 (51%) 1 (28%) 5 (3.62) 3 (1.76)

Advising Current Students

2 (43%) 2 (17%) 8 (3.05) 6 (1.46)

Conducting Formal Research

3 (40%) 6 (1%) 7 (3.24) 9 (1.07)

Volunteering for UNB Activities

4 (37%) 3 (10%) 6 (3.50) 1 (2.66)

Teaching Credit Courses

4 (37%) 6 (1%) 4 (3.63) 8 (1.14)

Acting as a Thesis Committee Member

6 (32%) 9 (0%) 3 (3.65) 10 (1.02)

Guest Lecturing 7 (31%) 9 (0%) 2 (3.81) 7 (1.20) Supervising a Graduate Student

8 (27%) 9 (0%) 9 (2.70) 10 (1.02)

Serving on a University Committee

9 (24%) 4 (5%) 11 (2.57) 4 (1.72)

Participating in a UNB Project Outside of Canada

10 (22%) 5 (3%) 1 (3.90) 5 (1.53)

Teaching a UNB Non-Credit Course

11 (3%) 6 (1%) 10 (2.60) 2 (1.81)

*Mean is based on a five-point scale where 1 indicates definitely would not participate and 5 indicates definitely would participate. Both retirees and pre-retirees were asked about their interest in potential new retirement benefits for retired employees. The top five preferred potential benefits were the same for both groups although pre-retirees had a greater interest in new benefits than did retirees.

Table C: Ranked Interest in Potential New Retirement Benefits for Retirees and Pre-Retirees

Potential New Retirement Benefit Retirees (Mean* in Bracket)

Pre-Retirees (Mean* in Bracket)

Discounts For Bookstore Purchases 1 (3.44) 3 (3.90) Travel Discounts 2 (3.43) 1 (4.24) Discounted Parking Fees 3 (3.09) 4 (3.68) Tuition Waiver for Retirees 4 (2.85) 2 (3.91) Drop-in Centre for Retirees 5 (2.59) 5 (3.39) Funding for Research by Retirees 6 (2.23) ** Financial Counselling Services 7 (2.22) 7 (2.99) Personal Counselling Services 8 (2.13) 6 (3.13) Housing Near a UNB Campus 9 (1.56) 8 (1.82) *Mean is based on a five-point scale where 1 indicates not important at all and 5 indicates very important. **Funding for research was not included in the list of potential benefits on the pre-retiree questionnaire

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Health, drug and dental benefits were seen as an important issue by both retirees and prospective retirees. Seventy-nine percent of current retirees, and 88% of prospective retirees currently participate in the UNB health plan. However, retired employees are not eligible to participate in the University’s dental plan, and their eligibility for prescription drug coverage ends at age 65. Retirees must make other arrangements to maintain some drug and dental coverage. Respondents to both the pre-retiree and the retiree questionnaires were asked to rate the importance of UNB offering a prescription drug plan and a dental plan to retirees assuming that retirees would have to pay one hundred percent of the required premiums. The importance of the benefits were rated on a five point scale where 1 indicated not important at all and 5 indicated the benefit was very important. The results are presented below for both retirees and pre-retirees.

Table D:Retirees’ and Pre-Retirees' Interest in a UNB Prescription Drug and Dental Plan for Retirees for Which Retirees Pay 100% of All Premiums

1 (Not Important

at All)

2 3 4 5 (Very Important)

Mean*

Retirees 12% 2% 8% 18% 60% 4.13 UNB’s Prescription Drug Plan

Pre-Retirees 3% 0% 6% 7% 85% 4.71 Retirees 14% 5% 10% 20% 50% 3.88 UNB’s Dental

Plan Pre-Retirees 7% 1% 11% 12% 69% 4.34 *Mean is based on a five-point scale where 1 indicates not important at all and 5 indicates very important. The responses to the survey questions were not available when the University made its recent decision not to offer such coverage to retirees. Pre-retirees believe that it is important for UNB to maintain close contact with retired faculty and staff. Retirees generally feel they are receiving appropriate amounts of information about various UNB activities and events. This varies little across employee category and the other independent variables considered. The data from this analysis was collected to help the Standing Committee on Retired Faculty and Staff determine in what ways UNB can best improve its relations with retirees. This project is particularly timely given the increasing numbers of faculty and staff expected to retire before 2025.

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INTRODUCTION In 2005 the President of the University of New Brunswick (UNB), Dr. John McLaughlin, established a Committee on Retired Faculty and Staff to provide advice on ways to strengthen the relationships between the University and its retired employees. The committee consists of four members appointed by the President and four members appointed by the University of New Brunswick Retired Employee Association (UNBREA). To help carry out its work, the committee has conducted a survey of retired employees and current UNB employees who participated in university retirement information sessions. Following is a detailed report on this research effort including an overview of the project, a summary of the research objectives, an explanation of the methodology, and a full description of the findings. PROJECT OVERVIEW To meet its mandate, the Standing Committee on Retired Faculty and Staff conducted a survey to learn about the activities and services which are of importance to both current and soon-to-be UNB retirees. It is hoped this project will help identify ways in which the university can strengthen its relationship with retired faculty and staff. Given the increasing number of faculty and staff expected to retire before 2025, the survey is particularly timely and forward-looking for this new wave of retirees. Information was sought regarding what pre-retirees are likely to do after retirement and what current retirees have done since retirement and would like to do in the future. The survey also sought to gain more information with respect to current and future retired employees’ use of health, drug and dental plans, and the amount of information retired employees receive, and want to receive, about university activities. RESEARCH OBJECTIVES The research objectives for this study were developed by the Standing Committee on Retired Faculty and Staff. The project was designed to achieve the following objectives:

• To measure the level of interest in the programs and services currently available to retired employees of the university

• To determine which of the existing programs and services would have the greatest appeal to retired employees in the future

• To identify other potential services which would be of interest to retired employees • To measure the use of, and interest in, health, drug and dental plans • To compare the interests of soon-to-be retirees with those of retired employees

METHODOLOGY To meet the research objectives for the retired employee component of this study, information was requested from the UNB retired employees for whom the University has a mailing address. For the purposes of this study a retired employee is defined as someone who is no longer a regular employee of the University and who is receiving, or is eligible to receive, a pension for his/her years of service with UNB.

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This survey was conducted by mail. On September 1, 2006, questionnaires were mailed to 701 retired employees along with a covering letter from Jim O’Sullivan, Chair of the Standing Committee. This mailing was followed by a reminder letter sent September 22, 2006, explaining the importance of each person’s contribution to the overall value of the survey. This reminder letter, signed by Dr. O’Sullivan, was sent to all but six people who had identified themselves when returning their questionnaire and one whom the committee was informed was too ill to participate. The deadline for receipt of responses was set at October 6, 2006. Responses were accepted until October 27, 2006. A copy of this questionnaire is found in Appendix A. Earlier in 2006 a modified questionnaire had been sent to 154 current UNB employees who had participated in pre-retirement information sessions held in late 2005. A copy of this questionnaire is found in Appendix B. Altogether 340 questionnaires of the 701 sent to retired employees were completed and returned. This represents a response rate of 48.5% Of the 154 given to those employees who participated in the pre-retirement seminars in fall 2005, 78 were returned for a response rate of 50.6%. The questionnaires used for this study were developed under the guidance of the Standing Committee on Retired Faculty and Staff. Respondents to both questionnaires were not asked to identify themselves and were advised that individual replies would be kept confidential. Respondents to the retiree questionnaire were also given a blank page and asked to provide any additional comments. A summary of these comments is found in Appendix C. The same opportunity was given to those who completed the pre-retiree questionnaire and these comments are found in Appendix D. Demographic data for the entire population of retirees (701) was available only for geographic distribution and gender. The following table gives the geographic distribution of retirees. The eight who live outside of North America were not asked to participate in this survey.

Table 1: Geographic Location of Retirees

Geographic Location

Number of Retirees

Geographic Location Number of Retirees

British Columbia 15 New Brunswick (Total) 632 Alberta 3 Fredericton 502 Manitoba 1 Saint John 54 Ontario 34 Nova Scotia 7 Quebec 3 Prince Edward Island 3 United States 3 Outside of North

America 8

The questionnaire was sent to 430 (61.3%) males and 271 (38.7%) females. Respondents to the retiree questionnaire were 224 (66.3%) male and 114 (33.7% ) female. After careful consideration it was decided not to weight results for any possible gender-bias but to treat gender where it was relevant to particular results. No demographic data for the entire population of pre-retirees was available for comparison.

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SECTION 1: RETIREES All known living UNB retired faculty and staff, with the exception of the eight currently living outside of North America, were asked to participate in the survey. DEMOGRAPHICS The average age of respondents in this survey was 69 years. Twenty-seven percent of respondents were between the ages of 65 and 69 while another 21% were between the ages of 60 and 64 and 21% were between the ages of 70 and 74. The majority of respondents (60%) were employed at UNB for over 25 years. A further 14% of respondents were employed by UNB for 21-25 years. A breakdown of respondents by age, length of employment and retirement date is included in the table below. Each category is further divided to show separate figures for academic and support staff.

Table 2: Retiree Demographics

Total Respondent Group (T)

Academic Staff (A) Support Staff (S)

Respondents’ Age Under 60 years of age 8% 3% 16% 60-64 years of age 21% 17% 28% 65-69 years of age 27% 30% 21% 70-74 years of age 21% 22% 18% 75-79 years of age 16% 19% 8% 80+ years of age 9% 9% 8% Length of Employment at UNB 5 to 10 years 4% 3% 6% 11 to 15 years 9% 7% 12% 16 to 20 years 13% 10% 19% 21 to 25 years 14% 15% 14% Over 25 years 60% 65% 49% Time Elapsed Since Retirement (as of 2006) Under 5 years 29% 23% 42% 5 to 10 years 36% 40% 31% 11 to 15 years 23% 24% 19% 16 to 20 years 7% 8% 6% More than 20 years 4% 4% 2% Sixty-six percent of respondents to this survey were male and 67% of respondents were academic staff. Twenty-four percent of all respondents reported that they were a professor emeritus or honorary research associate. Eighty-nine percent of all respondents retired from the Fredericton campus and 85% live within commuting distance of a UNB campus. For the purposes of this survey, commuting distance was defined as within a thirty minute drive of campus. Thirty-three percent of respondents were UNB alumni. Thirteen percent of retirees are currently employed. Of these retirees, 85% are working part-time. Fifty-eight percent of respondents reported that they are currently members of UNBREA.

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Table 3: Retiree Demographics, Part II


Academic Staff (A)

Support Staff (S)

Gender Male 66% 82% 35% Female 34% 18% 65% Marital Status Married 75% 78% 69% Domestic Partnership 3% 3% 4% Widowed 8% 5% 12% Divorced 5% 3% 10% Separated 1% 1% 0% Single, Never Married 8% 10% 5% Former Employee Category Academic 67% Support Staff 33% Campus From Which Retired Fredericton 89% 88% 92% Saint John 11% 12% 8% Live Within Commuting Distance Yes 85% 83% 89% No 15% 17% 11% Commutes to Which Campus (those within commuting distance only) Fredericton 89% 88% 92% Saint John 11% 12% 8% Alumni Status Alumnus 32% 40% 16% Not Alumnus 68% 60% 84% Current Employment Status Employed 13% 13% 13% Not Employed 87% 87% 87% Status of Employment (currently employed respondents only) Employed Part-Time 85% 82% 92% Employed Full-Time 15% 18% 8% Membership in UNBREA Yes 58% 64% 47% No 42% 36% 53%

The questions in this survey have been cross-tabulated by the following key demographic variables: gender, age, former employee category (academic or support staff), length of employment at UNB, time elapsed since retirement, alumni status and commuting distance. Results are discussed only where the relationship between variables is significant. In some cases numbers do not sum up to one hundred percent because of rounding.

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PAST USE OF UNB ACTIVITIES AND SERVICES BY RETIREES All respondents were asked whether or not they had participated in a series of UNB activities or used a variety of UNB services since they retired. The results are presented in the table below subdivided by employee category:

Table 4: Retirees’ Use of UNB Activities and Services Since Retirement


Academic Staff (A)

Support Staff (S)

Activity or Service Percent Using or Doing Made Purchases at the UNB Bookstore 72% 78% 61% Access Online UNB Sources of Information 61% 67% 41% Used UNB Computing Services 56% 65% 40% Used UNB Libraries (On-campus or Online) 54% 71% 24% Used UNB Food Services 53% 60% 41% Attended a UNB Public Lecture 48% 62% 20% Attended a UNB Graduation Ceremony 47% 56% 33% Attended a Concert at UNB 46% 55% 28% Attended Cultural Events at UNB 44% 58% 19% Attended a UNB Athletic Event 32% 37% 22% Used UNB Recreation Facilities 23% 26% 18% Participated in Internet/Computer Training at UNB 14% 18% 6% Took a UNB Non-Credit Course 9% 10% 8% Used the Reduction in Tuition Fees for UNB Credit Courses for Spouses and Dependents

6% 6% 6%

Took a UNB Credit Course 2% 2% 2%

Respondents were most likely to have made purchases at the UNB bookstore (72%) and accessed online sources of information (61%) while they were least likely to have used the reduction in tuition fees for UNB credit courses taken by spouses or dependents (6%) and to have taken a UNB credit course (2%). This was also true for academic and support staff groups when they were treated separately. However, academic staff were more likely to have used UNB libraries (71%) than to have accessed online sources of information (67%). The following chart shows participation in various activities and services broken down by employee category type:

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Figure 1: Retirees’ Use of UNB Activities and Services Since Retirement

Retirees: Use of UNB Activities and Services Since Retirement

0

1020

3040

50

6070

8090

100

Bookstore

Online Info

Computing Services

Libraries

Food Services

Public Lecture

Graduation Ceremony

Concert

Cultural Event

Athletic Event

Recreation Facilities

IT Training

Non-Credit Course

Reduced Tuition

Credit Course

Activities and Services

Per

cent

Usi

ng (%

)

All Retirees Academic Staff Support Staff

Further analysis demonstrated that male respondents were significantly more likely to attend athletic events, make purchases at the bookstore and use UNB’s libraries after retirement than were female respondents. For other activities and services gender was a not a significant variable. Age was also a significant factor for six activities: attended a concert, attended a cultural event, used UNB computing, participation in IT training, accessed information about UNB online and used UNB libraries. Older respondents were significantly more likely to have attended a concert, attended a cultural event and participated in IT training since retirement. However, older respondents were also significantly less likely to have used UNB computing services or to have accessed information about UNB online. Employee category was a significant factor in a number of activities. Academic staff were significantly more likely to have attended a concert, attended a cultural event, attended a public lecture, attended a UNB graduation, used UNB computing services, participated in UNB IT training, made purchases at the UNB bookstore, used UNB food services, accessed information about UNB online and used UNB libraries since retirement.

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Respondents who had retired within the past ten years were significantly more likely to have used UNB computing services and to have accessed information about UNB online. Those respondents who had retired more than five years ago were significantly more likely to have attended a concert. Respondents who were UNB alumni were more likely to have attended a UNB athletic event, attended a cultural event, attended a public lecture at UNB, attended a UNB graduation and to have used UNB food services since retirement. Commuting distance significantly affected attendance at athletic events, concerts, cultural events and public lectures, as well as making purchases at the UNB bookstore and using food services after retirement. Those respondents who lived within commuting distance were significantly more likely to have attended these events or to have used these services than those who did not live within commuting distance. Significant differences in the past participation in various activities and services are illustrated in the tables below.

Table 5: Significant Differences for Retirees' Use of Activities and Services Since Retirement

Athletic Event

Concert Cultural Event

Public Lecture

Bookstore Food Services

Gender Male 38% 77% Female 20% 62% Age Under 60 30% 35% 60-64 26% 24% 65-69 43% 47% 70-74 52% 48% 75-79 68% 58% 80 and up 62% 61% Employee Category Academic Staff 55% 58% 62% 78% 60% Support Staff 28% 19% 20% 61% 41% Time Elapsed Since Retirement Under 5 years 26% 5-10 years 52% 11-15 years 51% 16-20 years 77% Over 20 years 64% Commuting Distance Can Commute 35% 51% 48% 52% 76% 56% Cannot Commute

14% 18% 22% 23% 48% 35%

Alumni Alumni 44% 56% 66% 65% Not Alumni 26% 39% 39% 46%

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Table 6: Significant Differences for Retirees' Use of Activities and Services Since Retirement, Part II

Computing Services

IT Training Graduation Ceremony

Online Info UNB Libraries

Gender Male 61% Female 42% Age Under 60 64% 13% 75% 46% 60-64 68% 0% 65% 35% 65-69 66% 12% 68% 67% 70-74 55% 19% 58% 53% 75-79 40% 26% 56% 62% 80 and up 18% 17% 17% 50% Employee Category Academic Staff 65% 18% 69% 71% Support Staff 40% 6% 41% 24% Time Elapsed Since Retirement Under 5 years 73% 70% 5-10 years 65% 69% 11-15 years 38% 53% 16-20 years 26% 20% Over 20 years 20% 18% Alumni Status Yes 58% No 41%

Respondents were asked to indicate whether or not they had participated in any UNB activities or used any UNB services not included in the questionnaire list. Thirty-four percent of respondents indicated they had participated in, or used, additional UNB activities and services since retirement. A summary of those additional activities and services is found in Appendix E. POST-RETIREMENT SERVICES PROVIDED TO UNB BY RETIREES In addition to identifying which UNB activities and services respondents have used, respondents were also asked to identify those services they have provided to UNB since retirement. The results are presented in the table below:

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Table 7: Percentage of Retirees Providing Services to UNB Since Retirement


Academic Staff (A)

Support Staff (S)

Service Percentage Providing Advised Prospective UNB Students 43% 51% 28% Advised Current UNB Students 34% 43% 17% Volunteered for UNB Activities 28% 37% 10% Carried out Formal Research 27% 40% 1% Taught a UNB Credit Course 25% 37% 1% Acted as a UNB Thesis Committee Member 21% 32% 0% Been a Guest Lecturer for a UNB Class or Event 20% 31% 0% Supervised a Graduate Student 18% 27% 0% Served on a University Committee 17% 24% 5% Participated in a UNB Project Outside of Canada 15% 22% 3% Taught a UNB Non-Credit Course 2% 3% 1%

Respondents were most likely to have advised prospective students (43%) or current students (34%). They were least likely to have participated in a UNB project outside of Canada (15%) or to have taught a UNB non-credit course (2%). These preferences were true for the academic staff group as well. The support staff group was least likely to have acted as a UNB thesis committee member (0%), been a guest lecturer (0%) or supervised a graduate student (0%). The following graph illustrates respondents’ past provision of services to UNB by employee category.

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Figure 2: Retirees’ Services Provided to UNB Since Retirement

Retirees: Services Provided to UNB Since Retirement

0102030405060708090

100

Advised Prospective Student

Advised Current Student

Volunteer

Formal Research

Taught Credit Course

Thesis Committee Member

Guest Lecturer

Supervised Grad Student

University Committee

UNB Project

Taught Non-Credit Course

Services

Per

cent

age


Further analysis demonstrated that academic staff were significantly more likely than support staff to have provided any service in the above list since retirement, with the single exception of having taught non-credit courses. The following other variables were also recognized as having a significant relationship to respondents’ previous provision of certain services. Male respondents were significantly more likely than female respondents to have volunteered for university activities, served on a UNB committee, advised current UNB students, taught a UNB credit course, supervised a graduate student, acted as a thesis committee member, carried out formal research and guest lectured since retirement. Only in three categories did gender play a significant role regardless of employee category. Male respondents were significantly more likely than female respondents to volunteer for university activities, serve on a UNB committee and to advise current UNB students irrespective of their employee category. These results are illustrated in the following tables:

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Table 8: Percentage of Retirees Who Volunteered for UNB Activities By Employee Category And Gender

Former Employee Category Respondent’s Gender Academic Staff Support Staff

Yes 37.6% 18.4% Male Volunteered for UNB Activities No 62.4% 81.6%

Yes 33.3% 5.8% Female Volunteered for UNB Activities No 66.7% 94.2%

Table 9: Percentage of Retirees Who Served on a UNB Commitee By Employee Category And Gender


Yes 24.3% 10.5% Male Served on a UNB Committee No 75.7% 89.5%

Yes 19.5% 1.5% Female Served on a UNB Committee No 80.5% 98.5%

Table 10: Precentage of Retirees Who Advised Current Students By Employee Category And Gender


Yes 46.5% 17.9% Male Advised Current Students No 53.5% 82.1%

Yes 27.5% 16.2% Female Advised Current Students No 72.5% 83.8%

Age significantly affected respondents’ previous participation in a UNB project abroad with those respondents aged 65-69 being significantly more likely than any other age group of respondents to have participated. The same age group was significantly more likely to have supervised a graduate student, to have acted as a thesis committee member and to have guest lectured. Respondents over the age of 65 were significantly more likely to have carried out formal research. Length of time elapsed since retirement was a significant variable. Respondents who had retired within the past 5 to 10 years were most likely to have guest lectured at UNB since retirement. UNB alumni were significantly more likely to have volunteered for university activities, advised prospective students, advised current UNB students and to have guest lectured at UNB since retirement. The significant relationships of respondents’ provision of services post- retirement are represented in the tables below.

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Table 11: Significant Differences for Retirees' Provision of Services to UNB Since Retirement

Volunteer UNB Committee

Advised Prospective

Students

Formal Research

Guest Lecturer

Gender Male 34% 21% 35% 26% Female 16% 8% 10% 9% Age Under 60 0% 4% 60-64 12% 6% 65-69 42% 37% 70-74 39% 22% 75-79 30% 20% 80 and over 12% 16% Employee Category Academic Staff 37% 24% 51% 40% 31% Support Staff 10% 5% 28% 1% 0% Time Elapsed Since Retirement Under 5 years 9% 5-10 years 31% 11-15 years 15% 16-20 years 24% Over 20 years 36% Alumni Alumni 43% 60% 33% Not Alumni 20% 34% 14%

Table 12: Significant Differences for Retirees' Provision of Services to UNB Since Retirement, Part II

UNB Project

Advised Current Students

Taught Credit Course

Supervised Graduate Student


Gender Male 41% 32% 24% 29% Female 20% 10% 4% 6% Employee Category Academic Staff 22% 43% 37% 27% 32% Support Staff 3% 17% 1% 0% 0% Age Under 60 4% 0% 0% 60-64 9% 10% 10% 65-69 30% 32% 36% 70-74 18% 24% 27% 75-79 8% 12% 17% 80 and over 4% 8% 12% Respondents were asked to indicate whether or not they had provided any services to UNB that were not included in the questionnaire list. Fourteen percent of respondents indicated they had

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provided alternative services to UNB since retirement. A summary of these services is found in Appendix F. RETIREES’ INTEREST IN USING UNB ACTIVITIES AND SERVICES IN THE

FUTURE The questionnaire also asked respondents to rate on a five-point scale their interest in participating, where 1 indicated they would definitely not participate and 5 indicated they would definitely participate, in specific UNB activities, or in making use of certain UNB services, in the future. The results are shown below subdivided by employee category:

Table 13: Retirees' Interest in Using UNB Activities and Services in the Future

Activity or Service

1 (Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 8% 4% 19% 19% 50% 3.99 A 8% 3% 17% 21% 50% 3.98

Making Purchases at the UNB Bookstore

S 4% 7% 24% 16% 49% 4.03

T 9% 4% 26% 24% 37% 3.76 A 10% 3% 21% 26% 39% 3.81

Attending Concerts at UNB

S 7% 7% 34% 18% 34% 3.64

T 14% 7% 18% 18% 44% 3.71 A 9% 6% 13% 21% 52% 3.99

Using UNB Libraries (On-campus or Online)

S 24% 9% 29% 12% 27% 3.17

T 17% 7% 14% 19% 44% 3.65 A 16% 6% 13% 21% 43% 3.66

Accessing Online UNB Sources of Information

S 19% 8% 14% 15% 44% 3.64

T 12% 6% 27% 23% 31% 3.56 A 11% 4% 23% 26% 35% 3.69

Attending a UNB Public Lecture S 14% 9% 37% 15% 24% 3.27

T 10% 6% 32% 21% 30% 3.55 A 10% 3% 28% 25% 34% 3.69

Attending Cultural Events at UNB

S 10% 13% 39% 14% 23% 3.28

T 28% 7% 6% 7% 53% 3.49 A 25% 6% 6% 6% 58% 3.62

Using UNB Computing Services S 32% 8% 8% 10% 43% 3.23

T 20% 14% 22% 19% 26% 3.17 A 18% 15% 24% 20% 24% 3.17

Using UNB Food Services S 26% 10% 18% 18% 29% 3.18

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Activity or

Service 1

(Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 22% 22% 23% 12% 20% 2.87 A 24% 23% 22% 16% 16% 2.79

Attending a UNB Graduation Ceremony

S 20% 19% 27% 4% 31% 3.08

T 31% 15% 23% 6% 26% 2.81 A 33% 18% 19% 7% 23% 2.69

Attending a UNB Athletic Event

S 30% 6% 30% 4% 31% 3.01

T 31% 10% 24% 20% 15% 2.77 A 31% 10% 26% 19% 14% 2.69

Participating in Internet/ Computer Training at UNB

S 28% 9% 22% 20% 20% 2.95

T 31% 16% 19% 14% 20% 2.76 A 32% 17% 18% 15% 19% 2.70

Using UNB Recreation Facilities S 30% 10% 22% 16% 22% 2.90

T 33% 14% 27% 20% 6% 2.51 A 36% 16% 25% 18% 5% 2.39

Taking a UNB Non-Credit Course

S 27% 10% 30% 23% 10% 2.78

T 49% 15% 14% 9% 12% 2.21 A 50% 16% 14% 9% 11% 2.12

Using the Reduction in Tuition Fees for UNB Credit Course for Spouses and Dependents

S 45% 13% 17% 8% 17% 2.43

T 47% 20% 19% 10% 5% 2.05 A 47% 22% 18% 7% 5% 2.00

Taking a UNB Credit Course S 46% 14% 20% 15% 4% 2.18 Respondents were most likely to have an interest in making purchases at the bookstore (mean=3.98) and attending concerts at UNB (3.76) in the future. Respondents were least likely to have an interest in using the reduction in tuition fees for UNB credit courses taken by spouses or dependents (2.21) and taking a UNB credit course (2.05). Both the academic staff group and the support staff group exhibited the same preferences as the respondent group as a whole with the exception that academic staff would more prefer to use UNB libraries than attend concerts at UNB in the future. Significant relationships were identified between respondents’ age, employee category, length of time since retirement, commuting distance to campus and alumni status and respondents’ future interest in participating in various UNB activities and services. Respondents’ age significantly impacted respondents’ future interest in the following activities: attending an athletic event, taking a credit course, using UNB recreation facilities, using UNB computing services, IT training, using

14

food services, access to reduced tuition fees for spouses and dependents and accessing online information about UNB. Younger respondents were more likely to have a future interest in these services. Respondents under the age of 70 were more likely to have an interest in using UNB’s recreation facilities. Respondents under the age of 80 were more likely to have a future interest in UNB’s computing services and respondents under the age of 60 were more likely to have a future interest in IT training. Academic staff were significantly more likely to have a future interest in using UNB’s libraries than were support staff. In other ways employee category was not a significant factor in respondents’ interest in future participation in the activities and services included in the survey questions. Time elapsed since retirement significantly affected respondents’ future interest in participating in various activities and services as well. In all cases where time elapsed since retirement was a significant variable there was a gradual decrease in interest as more time elapsed. This variable significantly influenced the following activities: attending a UNB athletic event, taking a credit course, taking a non-credit course, using UNB recreation facilities, using UNB computing services, taking IT training, making purchases at the bookstore, using food services and accessing information about UNB online. Those respondents who lived within commuting distance to a UNB campus were significantly more likely to have a future interest in participating in any of the activities included in the questionnaire with the exception of UNB computing services and reduced tuition fees for spouses and dependents. Respondents who were UNB alumni were significantly more likely than non-alumni to have a future interest in cultural events and concerts. The mean of respondents’ interest in future participation is shown in the following graph along with the mean for academic staff and support staff.

15

Figure 3: Retirees’ Interest in Future Use of UNB Activities and Services

Retirees: Interest in Future Use of UNB Activities and Services

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Bookstore

ConcertLibraries

Online Info

Public Lecture

Cultural Event

Computing Services

Food Services

Graduation Ceremony

Athletic Event

IT Training


Non-Credit Course

Reduced Tuition

Credit Course


Mea

n


The following tables compare means across categories where there exists a significant relationship between two variables.

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Table 14: Significant Differences of Retirees' Interest in Future Participation in Activities and Services

Graduation Ceremonies

Public Lecture

Concert Reduced Tuition

Cultural Events

Age Under 60 2.77 60-64 2.51 65-69 2.38 70-74 2.08 75-79 1.80 80 and up 1.46 Alumni Status Yes 3.95 3.91 No 3.67 3.39 Commuting Distance Yes 3.00 3.75 3.94 3.75 No 2.07 2.42 2.54 2.34 Table 15: Significant Differences of Retirees' Interest in Future Participation in Activities and Services, Part II

Non-Credit Course

Credit Course


Bookstore Food Services

Age Under 60 2.41 3.09 3.71 60-64 2.45 2.97 3.22 65-69 2.20 3.10 3.41 70-74 1.92 2.68 2.92 75-79 1.75 2.52 2.96 80 and up 1.14 1.61 2.25 Time Elapsed Since Retirement Under 5 years 2.83 2.42 3.06 4.11 3.61 5-10 years 2.69 2.21 3.05 4.22 3.24 11-15 years 2.18 1.77 2.39 3.68 2.76 16-20 years 1.91 1.24 1.73 3.35 2.32 Over 20 years 1.56 1.11 1.78 3.27 2.60 Commuting Distance Yes 2.63 2.10 2.92 4.17 3.29 No 1.76 1.71 1.84 2.79 2.34

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Table 16: : Significant Differences of Retirees' Interest in Future Participation in Activities and Services, Part III

Computing Services

IT Training Athletic Event

Online Info UNB Libraries

Age Under 60 3.78 3.50 3.64 4.08 60-64 3.92 3.02 3.11 4.08 65-69 3.64 2.83 2.76 3.80 70-74 3.56 2.84 2.79 3.62 75-79 3.13 2.40 2.00 3.45 80 and up 1.83 1.87 2.78 2.00 Employee Category Academic Staff 3.99 Support Staff 3.17 Time Elapsed Since Retirement Under 5 years 4.14 3.30 3.25 4.12 5-10 years 3.65 2.77 2.81 3.91 11-15 years 3.06 2.55 2.47 3.30 16-20 years 2.00 1.95 2.24 2.18 Over 20 years 2.00 1.33 1.90 1.70 Commuting Distance Yes 2.87 2.97 3.76 3.83 No 2.07 1.71 2.91 3.00

RETIREES’ INTEREST IN PROVIDING SERVICES TO UNB IN THE FUTURE To better understand which services retirees would be interested in offering to UNB in the future, respondents were asked to rate their interest in providing eleven different services. Respondents rated their interest on a five-point scale where 1 indicated they would definitely not participate and 5 indicated they would definitely participate in the provision of specific services to UNB in the future. The results are shown below:

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Table 17 : Retirees' Interest in Offering Services to UNB in the Future

Service 1 (Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 29% 10% 25% 19% 18% 2.86 A 21% 6% 30% 21% 23% 3.18

Advise Prospective UNB Students

S 46% 16% 16% 15% 7% 2.22

T 28% 18% 27% 13% 14% 2.68 A 19% 18% 33% 15% 16% 2.90

Volunteer for UNB Activities S 45% 18% 16% 8% 12% 2.24

T 40% 12% 19% 12% 18% 2.55 A 27% 12% 24% 12% 24% 2.93

Advise Current UNB Students

S 66% 11% 8% 11% 5% 1.80

T 39% 15% 20% 10% 16% 2.48 A 28% 18% 24% 11% 19% 2.75

Serve on a UNB Committee S 62% 9% 13% 6% 11% 1.95

T 47% 7% 17% 11% 17% 2.42 A 28% 9% 24% 14% 24% 2.95

Be a Guest Lecturer for a UNB Class or Event

S 84% 5% 3% 4% 5% 1.42

T 46% 12% 14% 12% 16% 2.39 A 33% 12% 18% 17% 20% 2.80

Participate in a UNB Project Outside of Canada

S 73% 12% 4% 4% 7% 1.60

T 59% 8% 12% 5% 15% 2.09 A 42% 11% 17% 8% 22% 2.56

Act as a UNB Thesis Committee Member

S 91% 4% 3% 0% 2% 1.17

T 61% 10% 7% 5% 17% 2.07 A 46% 12% 10% 8% 24% 2.52

Carry out Formal Research S 89% 5% 2% 1% 3% 1.23

T 68% 11% 7% 3% 12% 1.80 A 56% 14% 9% 4% 18% 2.13

Supervise a Graduate Student S 91% 4% 3% 0% 2% 1.17

T 68% 10% 8% 5% 9% 1.77 A 56% 14% 10% 7% 12% 2.05

Teach a UNB Credit Course S 91% 4% 3% 0% 2% 1.25

T 67% 11% 13% 5% 4% 1.69 A 56% 16% 17% 7% 5% 1.89

Teach a UNB Non-Credit Course

S 88% 3% 5% 2% 3% 1.30

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Respondents were most likely to express an interest in advising prospective students (mean=2.86) and volunteering for UNB activities in the future (2.68). They were least likely to want to teach either a UNB credit course (1.77) or a UNB non-credit course (1.69). The academic staff group exhibited the same preferences. Support staff were more likely to want to advise prospective students and volunteer for university activities, as was the total respondent group and the academic staff group. They were, not surprisingly, least interested in supervising a graduate student (1.17) and in being a UNB thesis committee member (1.17). Further analysis demonstrated that male respondents were significantly more likely than female respondents to have a future interest in providing any of the services on the survey list with the exception of volunteering for university activities. Employee category also significantly affected respondents’ future interest in providing any of the services, including volunteering for university activities. Academic staff were significantly more likely than support staff to have an interest in providing services to UNB in the future. Gender and employee category are independently significant except for those respondents’ interested in participating on a thesis committee in the future. In this case, male academics are significantly more likely than female academics or any support staff to have an interest in providing this service in the future. Age was also a significant variable for those respondents indicating a future interest in participating in a UNB project, serving on a UNB committee, teaching a non-credit course, supervising a graduate student and acting on a thesis committee. In all cases, respondents between the ages of 65 and 69 were more likely than those in other age categories to indicate interest. Similarly, time elapsed since retirement was a significant variable in four cases: volunteering for a UNB activity, participating in a UNB project abroad, serving on a UNB committee and teaching a non-credit course. While interest decreased as time elapsed since retirement increased, in all cases there was a more pronounced distinction in interest levels between respondents who have retired within the past ten years and those who have retired over ten years ago. Those respondents who lived within commuting distance were significantly more likely to indicate they might be interested in teaching a credit course in the future than were those respondents who do not live within commuting distance. UNB alumni were also significantly more likely to indicate an interest in volunteering for UNB activities, serving on a UNB committee, advising both prospective and current students and guest lecturing in the future than were non-alumni. The following graph shows the mean of the total set of respondents, retired academic staff and retired support staff as per their interest in the future provision of services. In all cases academic staff were significantly more likely than support staff to show a future interest in the provision of these services.

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Figure 4: Retirees’ Interest in Future Provision of Services to UNB

Retirees: Interest in Future Provision of Services to UNB

0

0.5

1

1.5

2

2.53

3.5

4

4.5

5

Prospective Students

Volunteer

Current Students

UNB Committee

Guest Lecturer

UNB Project

Thesis Committee

Formal Research

Supervise Graduate Student

Teach Credit Course

Teach Non-Credit Course

Services

Mea

n


The following tables compare means across categories where there exists a significant relationship between two variables.

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Table 18: Significant Differences of Retirees' Interest in Providing Services to UNB in the Future

Volunteer UNB Committee

Advise Prospective

Students

Advise Current Students

UNB Project


Gender Male 2.74 3.12 2.88 2.67 1.85 Female 1.98 2.20 1.86 1.83 1.37 Age Under 60 2.29 2.30 1.57 60-64 2.45 2.05 1.62 65-69 3.08 3.21 2.13 70-74 2.39 2.29 1.60 75-79 2.12 2.09 1.42 80 and over 1.70 1.33 1.33 Employee Category Academic Staff 2.90 2.75 3.18 2.93 2.80 1.89 Support Staff 2.24 1.95 2.22 1.80 1.60 1.30 Time Elapsed Since Retirement Under 5 years 2.68 2.67 2.62 1.93 5-10 years 3.04 2.75 2.66 1.70 11-15 years 2.32 2.01 2.02 1.51 16-20 years 2.38 2.05 1.70 1.57 Over 20 years 1.67 1.38 1.33 1.00 Alumni Alumni 3.09 2.89 3.30 3.03 Not Alumni 2.47 2.28 2.65 2.32

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Table 19: Significant Differences of Retirees' Interest in Providing Services to UNB in the Future, Part II

Teach Credit Course

Formal Research

Guest Lecturer



Gender Male 1.97 2.40 2.75 2.06 2.47 Female 1.37 1.42 1.75 1.27 1.32 Employee Category Academic Staff 2.05 2.52 2.95 2.13 2.56 Support Staff 1.25 1.23 1.42 1.17 1.17 Age Under 60 1.30 1.36 1.39 60-64 1.74 1.53 1.66 65-69 2.69 2.41 2.64 70-74 2.41 1.91 2.28 75-79 1.84 1.52 1.84 80 and over 1.45 1.29 1.90 Commuting Distance Yes 1.86 No 1.21 Alumni Status Alumni 2.82 Not Alumni 2.22

RETIREES’ INTEREST IN POTENTIAL NEW RETIREMENT BENEFITS The questionnaire also sought to determine if there are additional benefits that would be of interest to UNB retirees. Respondents were asked to rate their interest in potential new benefits on a five-point scale where 1 indicated the benefits were not important at all and 5 indicated the benefits were very important. The results are shown below subdivided by employee category:

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Table 20: Retirees' Interest in Potential New Retirement Benefits

Potential Benefit

1 (Not Important

at All)

2 3 4 5 (Very

Important)

Mean

T 17% 7% 25% 17% 34% 3.44 A 17% 8% 28% 19% 28% 3.34

Discounts for UNB Bookstore Purchases

S 16% 6% 20% 12% 47% 3.68

T 21% 5% 18% 24% 33% 3.43 A 19% 6% 18% 27% 30% 3.42

Discounts For Travel Services S 23% 3% 18% 18% 37% 3.44

T 29% 10% 16% 12% 32% 3.09 A 27% 10% 18% 14% 31% 3.12

Discounted Parking Fees

S 32% 12% 12% 9% 35% 3.05 T 34% 11% 17% 14% 24% 2.85 A 35% 13% 18% 15% 18% 2.68

Waiver of Tuition for Retiree S 29% 8% 14% 12% 36% 3.20

T 34% 12% 22% 18% 12% 2.59 A 35% 14% 25% 17% 9% 2.52

Drop-in Centre for Retirees with IT

S 36% 9% 18% 18% 18% 2.74

T 49% 12% 19% 6% 14% 2.23 A 38% 14% 22% 8% 17% 2.50

UNB Funds for Research by Retirees S 72% 7% 10% 3% 8% 1.67

T 44% 15% 22% 10% 8% 2.22 A 41% 18% 23% 12% 7% 2.26

Financial Counselling Services S 50% 11% 21% 7% 10% 2.18

T 47% 16% 22% 8% 8% 2.13 A 47% 18% 22% 8% 5% 2.07

Personal Counselling Services S 47% 12% 20% 8% 12% 2.26

T 69% 14% 12% 3% 3% 1.56 A 68% 16% 11% 3% 3% 1.58

Housing Near a UNB Campus S 71% 10% 13% 3% 3% 1.56 Among the listed services, respondents were most interested in discounts at the UNB bookstore (mean=3.44) and discounts for travel services (3.43). They were least interested in personal counselling services (2.13) and housing near a UNB campus (1.56). This was true for the respondent group as a whole, as well as the academic staff group and the support staff group with the exception that support staff were least likely to want UNB funds for research for retirees rather than personal counselling. Male staff and academic staff were significantly more likely to want UNB funds to support research done by retirees than were either female respondents or support staff. These variables are independently significant. Respondent age significantly influenced respondents’ desire for tuition waivers for retirees, discounts at the bookstore, financial counselling, personal counselling and travel discounts. In all

24

cases respondents under the age of 70 were more likely than those over the age of 70 to want these additional benefits. Similarly, time elapsed since retirement significantly influenced respondents’ desire for tuition waivers for retirees, discounts at the bookstore, financial and personal counselling and travel discounts. Overall, desire generally decreased as more time elapsed. The most pronounced difference between respondents’ who desired these additional services and those who did not was at the ten years after retirement point. Those respondents who live within commuting distance to a UNB campus were significantly more likely to want discounted parking fees, bookstore discounts and a drop-in centre for retirees with IT services. The following tables compare means across categories where there exists a significant relationship between two variables.

Table 21: Significant Differences for Retirees' Interest in Additional Retiree Benefits

Discounted Bookstore Purchases

Discounts For Travel

Services

Waiver of Tuition for

Retiree

Financial Counselling

Services

Personal Counselling

Services Time Elapsed Since Retirement Under 5 years 3.81 3.90 3.37 2.55 2.58 5-10 years 3.59 3.67 2.83 2.36 2.10 11-15 years 3.16 2.96 2.63 1.87 1.89 16-20 years 2.57 2.05 2.10 1.45 1.38 Over 20 years 2.70 2.25 2.22 2.00 1.88 Age Under 60 3.92 3.25 3.48 2.24 2.29 60-64 3.63 3.86 3.29 2.56 2.49 65-69 3.77 3.82 3.01 2.56 2.39 70-74 3.31 3.53 2.52 1.95 1.81 75-79 2.96 2.63 2.37 1.78 1.70 80 and over 2.78 2.29 2.29 1.86 1.76 Commuting Distance Yes 3.57 No 2.64

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Table 22: Significant Differences for Retirees' Interest in Additional Retiree Benefits, Part II


Discounted Parking Fees UNB Funds for Research by Retirees

Gender Male 2.40 Female 1.92 Employee Category Academic Staff 2.50 Support Staff 1.67 Commuting Distance Yes 2.69 3.24 No 1.98 2.15 Although the only significant way in which employee category affected respondents’ interest in potential new benefits was for research funds, the mean for the total set of respondents, retired academic staff and retired support staff is shown in the following graph for comparison.

Figure 5: Retirees’ Interest in Potential New Retirement Benefits

Retirees: Interest in Potential New Retirement Benefits

00.5

11.5

22.5

33.5

44.5

5

Discounts at Bookstore

Travel Discounts

Discounted Parking

Tuition Waiver

Drop-in Centre

Research Funds



Housing

Services

Mea

n


26

Respondents were asked to indicate whether or not there were any additional retirement benefits they would like to have offered beyond those included in the questionnaire list. Twelve percent of respondents indicated additional potential new retirement benefits. A summary of these additional benefits is found in Appendix G. RETIREES’ USE OF, AND SATISFACTION WITH, HEALTH, DRUG AND DENTAL

PLANS Respondents were asked a series of questions to determine their current use of health, drug and dental plans and rate how important it is for UNB to offer such benefits to retired employees. Seventy-nine percent of respondents indicated that they were currently participating in the supplementary health coverage available from UNB for retirees who pay the required premiums. Of these respondents, 32% are very satisfied with the benefits available. Of the 21% of respondents who are not covered by the supplementary health plan, 44% discontinued the plan at or after retirement. Among this 9% of total respondents, the most commonly cited reason for discontinuing the plan was that respondents had other coverage (51%) followed by “other reasons” (24%). Other reasons listed included: premiums are too high (20%) and benefits are not important (5%). Sixty-four percent of respondents indicated they currently have prescription drug coverage from another source. Of these respondents, 19% indicated they were very satisfied with their other coverage and 28% ranked their satisfaction at 4 on a five-point scale. For those who do not currently have other prescription drug coverage, the two most common reasons cited were: under age 65/still in UNB plan (60%) and premiums are too high (21%). Figure 6: Retirees’ Reasons for No Alternative Drug Plan

Retirees: Reasons for No Alternative Drug Plan

5%21%

60%

6% 8%Benefits Were Not Importantto Me (5%)Premiums Are Too High(21%)Under Age 65/Still in UNBPlan (60%)Not Eligible for Coverage(6%)Other Reasons (8%)

27

Only 48% of respondents indicated they currently have dental care coverage from another source. Of these respondents, 21% of respondents indicated they were very satisfied with their other coverage and a further 31% of respondents ranked their satisfaction at a 4 on a five-point scale. For those who do not currently have other dental care coverage, the two most common reasons were: premiums are too high (34%) and still under age 65/still in UNB plan (30%).

Figure 7: Retirees’ Reasons for No Alternative Dental Plan

Retirees: Reasons for No Alternative Dental Plan

14%

34%30%

10%12%

Benefits Were Not Importantto Me (14%)Premiums Are Too High(34%)Under Age 65/Still in UNBPlan 30%)Not Eligible for Coverage(10%)Other Reason (12%)

The following table shows the mean of respondents’ satisfaction levels for the UNB health plan and any additional prescription drug or dental plans respondents may have. Satisfaction was ranked on a five-point scale where 5 indicated respondents were very satisfied with the relevant plan and 1 indicated they were not satisfied at all.

Table 23: Retirees' Satisfaction Levels with Health, Prescription Drug and Dental Plans

Health Plan 1 (Not Satisfied at

All)

2 3 4 5 (Very Satisfied)

Mean

UNB Health Plan 2% 6% 24% 37% 32% 3.92 Alternative Prescription Drug Plan

10% 15% 28% 28% 19% 3.31

Alternative Dental Plan 5% 14% 29% 31% 21% 3.49 Respondents were also asked to rate the importance of UNB offering prescription drug and dental plans to retirees, provided the retirees would have to pay one hundred percent of the required premiums. The importance of UNB offering these two benefits were rated on a five point scale where 1 indicated not important at all and 5 indicated very important. The results are presented below broken down by academic and support staff.

28

Table 24: Retirees' Interest in Having UNB Offer Prescription Drug and Dental Plans for Retirees (Retirees to Pay 100% of All Premiums)

1 (Not Important

at All)

2 3 4 5 (Very

Important)

Mean

T 12% 2% 8% 18% 60% 4.13 A 9% 2% 11% 18% 61% 4.20

UNB Prescription Drug Plan S 18% 2% 3% 18% 59% 3.96

T 14% 5% 10% 20% 50% 3.88 A 10% 4% 12% 22% 52% 4.03

UNB Dental Plan

S 23% 8% 5% 18% 46% 3.58

Figure 8: Importance of Health Benefits to Retirees’

Drug Plan Dental Plan

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Mea

n

Benefits

Retirees: Importance of Health Benefits


Analysis shows there is no significant difference between academic staff and support staff and their respective interest in health, drug or dental plans. Male respondents were significantly more likely to want UNB dental coverage. Respondents under the age of 75 and those who had retired within the past ten years were significantly more likely to want both prescription drug and dental coverage. Those respondents who live within commuting distance to a UNB campus were significantly more likely to want prescription drug coverage.

29

RETIREES’ OPINIONS OF AMOUNT OF INFORMATION RECEIVED The majority of respondents (80%) have internet access at home and fifty-one percent would prefer to receive information about UNB via email while the remainder would prefer to receive information by mail. Respondents’ second most preferred method to receive information is split between mail (50%), email (28%), and phone (22%). Table 25: Retirees' Access to Information Total

Respondent Group (T)

Academic Staff (A)

Support Staff (S)

Internet Access at Home Yes 80% 85% 70% No 20% 15% 30% Most Preferred Method to Receive Information Mail 49% 41% 64% Email 51% 59% 36% Second Most Preferred Method to Receive Information Mail 50% 58% 37% Email 28% 24% 33% Phone 22% 18% 30%

The final series of questions attempted to determine whether retirees think the amount of information now sent to them on different UNB topics is appropriate. The results are shown below:

30

Table 26: Retirees' Opinions of Amounts of UNB Information Received

Too Much Information

Right Amount of Information

Too Little Information

T 5% 86% 9% A 5% 87% 8%

Graduation Ceremonies

S 6% 84% 11% T 7% 82% 11% A 9% 81% 10%

Athletic Events

S 5% 83% 12% T 6% 81% 13% A 6% 80% 14%

Research Announcements

S 7% 84% 8% T 18% 80% 2% A 18% 80% 1%

Fundraising Announcements

S 16% 81% 3% T 7% 77% 17% A 5% 75% 20%

Academic Conferences

S 10% 81% 8% T 6% 77% 17% A 7% 76% 18%

New Construction Projects S 5% 79% 16%

T 2% 74% 24% A 1% 74% 25%

Public Lectures

S 3% 74% 23% T 8% 75% 17% A 7% 74% 19%

UNB Budgets and Finances

S 10% 77% 12% T 2% 72% 26% A 1% 73% 26%

Other Cultural Events

S 3% 73% 24% T 2% 72% 26% A 1% 72% 26%

Concerts

S 3% 72% 25% T 7% 71% 23% A 5% 69% 25%

University Enrolments

S 9% 74% 16% T 8% 66% 27% A 7% 61% 32%

Changes in Academic Programs S 9% 75% 16%

T 4% 64% 32% A 4% 62% 34%

Faculty and Staff Changes

S 4% 68% 28%

31

In most areas, respondents felt that the current amount of information received is the right amount. The age of respondents and the length of time elapsed since retirement significantly affected respondents’ information requests about faculty and staff changes. Respondents between the ages of 60 and 64 and those who had retired within the past 5 years were more likely to think there was too little information being provided about this topic. Academic staff were more likely to want more information about academic programs.

32

SECTION 2: PRE-RETIREES One hundred and fifty-four current UNB employees who participated in retirement information sessions in 2006 were asked to take part in the pre-retiree survey. Completed questionnaires were returned by 78 participants. While the following analysis considers these responses and compares them with the respondents from the retiree survey any comparisons drawn are limited because of the small sample size. DEMOGRAPHICS Respondents to the pre-retiree survey were more likely to be female and to have been employed at UNB for over 25 years as support staff. Twenty-six percent of respondents were UNB alumni and 93% anticipated living within commuting distance to a university campus after retirement. Seventy-five percent of respondents had internet access at home. Following is a summary of the demographic features of this survey.

Table 27: Pre-Retirees' Demographic Information


Academic Staff (A)

Support Staff (S)

Gender Male 38% 68% 27% Female 62% 32% 73% Employee Category Academic Staff 28% Support Staff 72% Length of Employment at UNB 5 to 10 years 4% 0% 5% 11 to 15 years 14% 0% 20% 16 to 20 years 11% 4% 14% 21 to 25 years 17% 23% 14% Over 25 years 53% 74% 46% Plan to Live Within Commuting Distance Yes 93% 95% 93% No 7% 5% 7% Alumni Status Alumni 26% 27% 25% Not Alumni 74% 73% 75% Internet Access at Home Yes 75% 82% 73% No 25% 18% 27%

As with the retiree survey, the questions in the pre-retiree survey have been cross-tabulated by the following key demographic variables: gender, employee type, length of employment at UNB and alumni status. Results are discussed only where the relationship between variables is significant. In some cases numbers may not add up to one hundred percent due to rounding.

33

PRE-RETIREES’ INTEREST IN USING UNB ACTIVITIES/SERVICES AFTER

RETIREMENT The questionnaire asked pre-retirees to rate on a five-point scale their interest in participating, where 1 indicated they would definitely not participate and 5 indicated they would definitely participate, in specific activities, or in making use of certain services, after retirement. The results are subdivided by employee category.

Table 28: Pre-Retirees' Interest in Using UNB Activities or Services After Retirement

Activity or Service

1 (Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 8% 4% 5% 11% 72% 4.35 A 0% 5% 5% 5% 86% 4.71

Use UNB Computing Services S 11% 4% 6% 13% 67% 4.20

T 4% 5% 13% 27% 51% 4.15 A 0% 10% 5% 24% 62% 4.38

Access Online UNB Sources of Information

S 6% 4% 17% 28% 46% 4.06

T 4% 8% 13% 29% 46% 4.05 A 0% 0% 14% 24% 62% 4.48

Make Purchases at the UNB Bookstore

S 6% 11% 13% 31% 40% 3.89

T 5% 12% 20% 25% 38% 3.79 A 0% 10% 29% 24% 38% 3.90

Attend a Concert at UNB

S 7% 13% 16% 26% 38% 3.75

T 5% 7% 33% 19% 36% 3.73 A 0% 5% 14% 10% 71% 4.48

Attend a UNB Public Lecture S 8% 8% 40% 23% 21% 3.42

T 11% 7% 20% 23% 39% 3.73 A 0% 0% 10% 20% 81% 4.71

Use UNB Libraries (On-campus or Online)

S 15% 9% 25% 28% 23% 3.34

T 8% 8% 22% 31% 31% 3.67 A 0% 21% 10% 37% 32% 3.79

Participate in Internet/ Computer Training at UNB

S 11% 4% 26% 28% 30% 3.62

T 7% 12% 23% 27% 31% 3.64 A 0% 10% 19% 29% 43% 4.05

Attend Cultural Events at UNB

S 9% 13% 24% 26% 26% 3.47

34

Activity or

Service 1

(Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 12% 4% 32% 32% 20% 3.44 A 15% 0% 30% 35% 20% 3.45

Take a UNB Non-Credit Course S 11% 6% 32% 30% 21% 3.43

T 12% 11% 27% 22% 28% 3.44 A 20% 15% 10% 25% 30% 3.30

Use UNB Recreation Facilities S 9% 9% 33% 22% 27% 3.49

T 19% 11% 14% 21% 34% 3.41 A 18% 12% 18% 12% 41% 3.47

Reduction in Tuition Fees for UNB Credit Courses for Spouse or Dependent

S 19% 11% 13% 24% 32% 3.40

T 22% 20% 16% 17% 25% 3.03 A 43% 19% 10% 14% 14% 2.38

Attend a UNB Athletic Event

S 15% 20% 18% 18% 29% 3.27

T 27% 12% 23% 17% 21% 2.95 A 29% 10% 19% 19% 24% 3.00

Use UNB Food Services S 26% 13% 24% 17% 20% 2.93

T 26% 10% 31% 18% 15% 2.84 A 26% 10% 37% 5% 21% 2.84

Take a UNB Credit Course S 26% 10% 29% 22% 12% 2.84

T 26% 15% 26% 23% 10% 2.75 A 35% 10% 20% 20% 15% 2.70

Attend a UNB Graduation Ceremony

S 23% 17% 28% 24% 8% 2.77

Respondents were most likely to have an interest in using UNB’s computing services (mean=4.35), accessing online sources of information at UNB (4.15) and making purchases at the UNB bookstore (4.05). Respondents were least likely to have an interest in using UNB food services (2.95), taking attending a UNB credit course (2.84) and attending UNB graduation ceremonies (2.75). Academic staff were most likely to have an interest in accessing UNB libraries after retirement (mean=4.71) and using UNB computing services (4.71). They were least likely to want to attend a UNB graduation ceremony (2.70) or a UNB athletic event (2.38). Support staff were most likely to want to use UNB computing services (4.70) and have an interest in accessing online sources of information about UNB (4.06). They were least likely to want to use UNB food services (2.93) or take a credit course after retirement (2.84). The following table shows the means across categories where there exists a significant relationship between two variables. Academic staff were significantly more likely to want to attend a public lecture (mean=4.48) or want to access UNB libraries (4.71) after retirement than were support

35

staff. Those employees who had worked at UNB for twenty-five years or less were more likely to want to take non-credit courses (3.88) than were those employees who have worked for UNB for more than twenty-five years (3.08).

Table 29: Significant Differences in Pre-Retirees' Interest in Participating in Various UNB Activities and Services in the Future

UNB Libraries Public Lecture Non-Credit Course Employee Category Academic Staff 4.71 4.48 Support Staff 3.34 3.42 Length of Employment Under 25 years 3.88 25 years and up 3.08 The mean for the total set of respondents, pre-retiree academic staff and pre-retiree support staff is shown in the following graph:

36

Figure 9: Pre-Retirees’ Interest in the Use of UNB Activities and Service After Retirement

Pre-Retirees: Interest in the Use of UNB Activities and Services After Retirement

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Computing Services

Online Info

Bookstore

Concert

Public Lecture

Libraries

IT Training

Cultural Event

Non-Credit Course


Reduced Tuition

Athletic Event

Food Services

Credit Course

Graduation Ceremony


Mea

n

All Pre-Retirees Academic Staff Support Staff

A comparison of the answers to the retiree questionnaire with the answers to the pre-retiree questionnaire demonstrated that pre-retirees were more likely than retired faculty and staff to be interested in future participation in various activities and services with the exception of using UNB food services and attending graduation ceremonies. The following graph compares the mean for the academic staff and the mean for the support staff for both the retiree and pre-retiree groups.

37

Figure 10: Retirees and Pre-Retirees’ Interest in Future Use of UNB Activities and Services

Retirees and Pre-Retirees: Interest in Future Use of UNB Activities and Services

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Computing Services

On-line Information

Bookstore

ConcertPublic Lecture

Libraries

IT Training

Cultural Event

Non-Credit Course

Physical Recreation

Reduced Tuition

Athletic Event

Food Services

Credit Course

Graduation


Mea

n

Retired Academic Staff Retired Support Staff

Pre-Retired Academic Staff Pre-Retired Support Staff

Further analysis demonstrated that pre-retirees were significantly more likely than current retirees to indicate an interest in the future use of the following activities and services: taking a credit course, taking a non-credit course, using UNB’s recreation facilities, using UNB’s computing services, IT training and reduced tuition fees for spouses and dependents. The mean interest for both pre-retirees and retirees is shown in the table below.

38

Table 30: Comparison of Scores For Interest in Future Participation or Use

Activity/Service Pre-Retiree Mean Retiree Mean UNB Computing Services 4.35 3.49 IT Training 3.67 2.77 Using UNB’s Recreation Facilities 3.44 2.76 Taking a Non-Credit Course 3.44 2.51 Reduced Tuition Fees for Spouses and Dependents

3.41 2.21

Taking a Credit Course 2.84 2.05 PRE-RETIREES’ INTEREST IN PROVIDING SERVICES TO UNB IN THE FUTURE Pre-retirees were also asked to rate their interest in offering eleven different services to UNB after retirement. Respondents rated their interest on a five-point scale where 1 indicated they would definitely not participate and 5 indicated they would definitely participate in specific services in the future. The results are shown below subdivided by employee category:

39

Table 31: Pre-Retirees' Interest in Offering Services to UNB After Retirement

Service 1 (Definitely Would Not Participate)

2 3 4 5 (Definitely

Would Participate)

Mean

T 19% 23% 26% 15% 17% 2.89 A 10% 5% 14% 29% 43% 3.50

Volunteer for UNB Activities S 70% 14% 12% 2% 2% 2.66

T 44% 14% 18% 6% 18% 2.38 A 10% 10% 29% 14% 38% 3.62

Advise Prospective UNB Students

S 62% 17% 12% 2% 7% 1.76

T 18% 23% 26% 15% 17% 2.31 A 6% 17% 28% 22% 28% 3.90

Participate in a UNB Project Outside of Canada

S 23% 26% 26% 13% 13% 1.53

T 61% 5% 10% 13% 11% 2.08 A 10% 5% 14% 38% 33% 3.81

Be a Guest Lecturer for a UNB Class or Event

S 88% 5% 7% 0% 0% 1.20

T 60% 11% 10% 5% 14% 2.02 A 32% 4% 27% 0% 36% 3.05

Advise Current UNB Students

S 76% 15% 0% 7% 2% 1.46

T 52% 16% 20% 6% 6% 2.00 A 38% 14% 19% 10% 19% 2.57

Serve on a UNB Committee S 58% 16% 21% 5% 0% 1.72

T 66% 3% 13% 10% 8% 1.92 A 10% 0% 32% 32% 26% 3.63

Teach UNB Credit Course S 90% 5% 5% 0% 0% 1.14

T 72% 3% 3% 7% 15% 1.89 A 20% 5% 10% 20% 45% 3.65

Act as a UNB Thesis Committee Member

S 98% 2% 0% 0% 0% 1.02

T 62% 13% 14% 5% 6% 1.81 A 35% 10% 30% 10% 15% 2.60

Teach UNB Non-Credit Course S 74% 14% 7% 2% 2% 1.81

T 70% 10% 3% 6% 11% 1.81 A 24% 14% 10% 19% 33% 3.24

Carry out Formal Research S 93% 7% 0% 0% 0% 1.07

T 79% 7% 3% 1% 10% 1.57 A 40% 15% 10% 5% 30% 2.70

Supervise a Graduate Student S 98% 2% 0% 0% 0% 1.02 As a whole, respondents were most interested in volunteering for UNB activities (mean=2.89) and advising prospective students (2.38) in the future. Respondents were least interested in carrying out formal research (1.81) and supervising graduation students (1.57). Academic staff were most interested in participating in a UNB project abroad (3.90) and being a guest lecturer

40

(3.81). They were least interested in teaching non-credit courses (2.60) and in serving on a UNB committee (2.59). Support staff were most interested in volunteering for university activities (3.50) and teaching non-credit courses (1.71) while they were least interested in supervising a graduate student (1.02) and serving as a thesis committee member (1.02). With the exception of pre-retirees’ interest in volunteering for university activities and serving on a UNB committee, where employee category was not a significant variable, employee category significantly impacted pre-retirees’ interest in providing any of the listed services to UNB in the future. Academic staff were significantly more likely than support staff to be interested in offering any of services on the list. Respondents who were employed for more than twenty-five years by UNB were significantly more likely to be interested in being a guest lecturer and in carrying out formal research after retirement. UNB alumni were significantly more interested on serving on a UNB committee than were non-alumni. The following tables show the means across categories where there exists a significant relationship between two variables.

Table 32: Significant Differences for Pre-Retirees Interest in Providing Services to UNB in the Future

UNB Committee

Formal Research

Guest Lecturer

Supervised Graduate Student


Gender Male 2.39 2.74 2.56 Female 1.32 1.57 1.35 Employee Category Academic Staff 3.24 3.81 2.70 3.65 Support Staff 1.07 1.20 1.02 1.02 Length of Employment 25 years and less 1.21 1.52 Over 25 years 2.29 2.58 Alumni Status Alumni 2.70 Not Alumni 1.68

Table 33: Significant Differences for Pre-Retirees Interest in Providing Services to UNB in the Future, Part II

Advised Prospective

Students

Advised Current Students

UNB Project

Teach Credit Course

Taught Non-Credit Course

Employee Category Academic Staff 3.62 3.05 3.90 3.63 2.60 Support Staff 1.76 1.46 1.53 1.14 1.44

41

The following graph shows the mean for all respondents, academic staff and support staff interest in providing each of the services included in the questionnaire.

Figure 11: Pre-Retirees’ Interest in Providing Services to UNB After Retirement

Pre-Retirees: Interest in Providing Services to UNB After Retirement

00.5

11.5

22.5

33.5

44.5

5

Volunteer


UNB Project

Guest Lecturer

Current Students

UNB Committee

Teach Credit Course


Thesis Committee

Formal Research


Services

Mea

n


While the difference in means for academic staff and support staff existed in the pre-retiree group as well as the retired staff group, there was also a noticeable difference between the pre-retirees and already retired faculty and staff and their interest in offering services in the future with pre-retirees showing more interest in doing so. This difference was not significant in any category. The following graph compares the mean for the academic staff and the mean for the support staff both the retiree and pre-retiree groups. It must be acknowledged that the small sample size of the pre-retiree group limits the validity of the comparison.

42

Figure 12: Retirees’ and Pre-Retirees’ Interest in the Future Provision of Services to UNB

Retirees and Pre-Retirees: Interest in the Future Provision of Services to UNB

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Volunteer


UNB Project

Guest Lecturer

Current Students

University Committee

Teach Credit Course



Formal Research


Services

Mea

n


Pre-Retired Academic Staf Pre-Retired Support Staff

Pre-retirees were also asked to indicate whether or not there were any other activities, events or services they would be interested in participating in after retirement. Twenty-five percent of respondents indicated additional events, activities and services they would be interested in participating in after retirement. A summary of these services is found in Appendix H.

43

PRE-RETIREES’ INTEREST IN POTENTIAL NEW RETIREMENT BENEFITS Pre-retirees were also asked to rate their interest in potential new benefits on a five-point scale where 1 indicated the benefits were not important at all and 5 indicated the benefits were very important. The results are shown below subdivided by employee category:

Table 34: Pre-Retirees' Interest in Potential New Retirement Benefits

Potential Benefit

2 3 4 1 (Not Important

at All)

5 (Very Important)

Mean

T 7% 1% 12% 21% 59% 4.24 A 5% 0% 10% 19% 67% 4.43

Discounts For Travel Services S 7% 2% 13% 22% 56% 4.17

T 13% 5% 8% 24% 49% 3.91 A 14% 10% 5% 19% 52% 3.86

Waiver of Tuition for Retiree S 13% 4% 10% 26% 48% 3.93

T 10% 5% 18% 17% 50% 3.90 A 18% 4% 14% 27% 36% 3.59

Discounts for UNB Bookstore Purchases

S 7% 6% 20% 13% 54% 4.02

T 13% 15% 9% 17% 46% 3.68 A 9% 14% 9% 23% 46% 3.82

Discounted Parking Fees

S 15% 15% 9% 15% 46% 3.63 T 14% 14% 21% 20% 31% 3.39 A 14% 14% 23% 23% 27% 3.36


S 15% 15% 20% 18% 33% 3.40

T 21% 17% 15% 20% 27% 3.13 A 23% 18% 14% 14% 32% 3.14

Personal Counselling Services S 21% 17% 15% 23% 24% 3.13

T 27% 15% 16% 19% 24% 2.99 A 23% 14% 9% 18% 36% 3.32

Financial Counselling Services S 28% 15% 19% 19% 19% 2.85

T 61% 17% 11% 3% 9% 1.82 A 50% 22% 11% 6% 11% 2.06

Housing Near a UNB Campus S 64% 15% 11% 2% 8% 1.74 Respondents were most interested in discounts for travel services (mean=4.24), a tuition waiver for retired employees (3.91) and discounts at the UNB bookstore (3.90). They were least interested in financial counselling services (2.99) and housing near a UNB campus (1.82). This was true for the respondent group as a whole, academic staff and support staff. There exists no significant relationship between any of the variables considered and respondents’ interest in the provision of any future services. Nonetheless, the mean for each potential new service is listed by employee category in the table above and demonstrated in the graph below.

44

Figure 13: Pre-Retirees Interest in Potential New Retirement Benefits

Pre-Retirees: Interest in Potential New Retirement Benefits

00.5

11.5

22.5

33.5

44.5

5

Travel Discounts

Tuition Waiver


Discounted Parking

Drop-in Centre



Housing

Services

Mea

n


Again pre-retirees were more likely to want additional services than were already retired respondents. The following graph compares the mean for the academic staff and the mean for the support staff in both the retiree and pre-retiree groups.

45

Figure 14: Retirees’ and Pre-Retirees’ Interest in Potential New Retirement Benefits

Retirees and Pre-Retirees: Interest in Potential New Retirement Benefits

0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Travel Discounts

Tuition Waiver


Discounted Parking

Drop-in Center



Housing


Mea

n



Pre-retirees were significantly more likely to want a tuition waivers for retirees, discounted parking, financial and personal counselling, discounts for travel and a drop-in centre for retirees with IT services. The means for both the pre-retirees and the retirees are shown in the table below.

46

Table 35: Comparison of Scores For Interest in Benefits

Benefit Pre-Retiree Mean Retiree Mean Tuition Waiver for Retiree 3.91 2.85 Discounted Parking 3.68 3.09 Financial Counselling 2.99 2.22 Personal Counselling 3.13 2.13 Travel Discounts 4.24 3.43 Drop-In Centre with IT services

3.39 2.59

Pre-retirees were also asked to indicate whether or not there were any additional new retirement benefits they would like to have offered beyond those included in the questionnaire list. Twenty-one percent of respondents indicated additional potential new retirement benefits. A summary of these additional benefits is found in Appendix I. PRE-RETIREES’ USE OF, AND INTEREST IN, HEALTH, DRUG AND DENTAL

PLANS Eighty-eight percent of respondents in the pre-retiree survey indicated that they are currently participating in the UNB group health insurance plans for which the university pays 50% of the required premiums. Respondents were asked to rate the importance of UNB offering a prescription drug plan and a dental plan to retirees assuming the retiree would have to pay one hundred percent of the required premiums. The importance of the benefits were rated on a five point scale where 1 indicated not important at all and 5 indicated the benefit was very important. The results are presented below broken down by academic and support staff for pre-retirees.

Table 36: Pre-Retirees' Interest in Having UNB Offer Prescription Drug and Dental Plans for Retirees for Which Retirees Pay 100% of All Premiums

1 (Not Important

at All)


Mean

T 3% 0% 6% 7% 85% 4.71 A 0% 0% 0% 14% 86% 4.86

UNB’s Prescription Drug Plan S 4% 0% 8% 4% 85% 4.65

T 7% 1% 11% 12% 69% 4.34 A 5% 0% 5% 14% 76% 4.57

UNB’s Dental Plan

S 8% 2% 14% 12% 65% 4.25 No significant relationship was identified between gender, alumni status, employee category or length of employment at UNB and the rating of UNB offering a prescription drug and a dental plan to retired employees. Respondents’ mean interest, subdivided by employee category, in both a drug plan and a dental plan is displayed in the graph below.

47

Figure 15: Importance of Health Benefits to Pre-Retirees


3.8

4

4.2

4.4

4.6

4.8

5

Mea

n

Benefits

Pre-Retirees: Importance of Health Benefits


The responses for both the retiree and the pre-retiree survey were similar. The follow graph compares the retiree and the pre-retiree means for both benefits. Pre-retirees (mean=4.71) were significantly more likely to want prescription drug plan than were retirees (4.13).

48

Figure 16: Importance of Health Benefits to Retirees and Pre-Retirees


0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

5

Mea

n

Benefits

Retirees and Pre-Retirees: Importance of Health Benefits



PRE-RETIREES’ OPINIONS OF THE IMPORTANCE OF UNB MAINTAINING

CLOSE CONTACT Rather than asking pre-retirees whether they receive appropriate amounts of information about UNB, respondents were asked to rate the importance, of a five-point scale where 1 means not important at all and 5 means very important, of UNB maintaining close contact with its retired employees. Thirty-seven percent of respondents answered it was very important to keep for UNB to keep close contact and a further 41% of respondents indicated 4 on the five-point scale. Only ten percent of respondents indicated either a 2 or that it was not important at all for UNB to maintain close contact with its retired employees after their retirement. The results are shown below with the results subdivided by employee type.

49

Table 37: Pre-Retirees' Opinion of the Importance of UNB Maintaining Close Contact With Retired Employees

1 (Not Important

at All)


Mean

T 5% 5% 12% 41% 37% 4.00 A 0% 9% 5% 46% 41% 4.18

UNB Maintaining Close Contact

S 7% 4% 14% 39% 36% 3.93

There was no significant relationship between any of the independent variables and those respondents who felt it was more important for UNB to maintain close contact with its retired employees. CONCLUSION The information collected in this research project provides a detailed look at how current retirees are still involved, and at how soon-to-be retired UNB faculty and staff expect to stay involved, in the UNB community. This information will assist in identifying which activities and services currently offered to UNB retirees are most used and in which ways retirees wish to continue their connection with UNB. Finally, the information obtained through this questionnaire will allow the Standing Committee to consider the interest in, and practicality of, providing additional services to retired faculty and staff, and whether or not the current amounts of information provided to UNB retirees are appropriate.

50

APPENDIX A

A

APPENDIX A: RETIREE SURVEY SECTION I: Using UNB Services The following questions are being asked in order to determine which UNB

services you currently use or would be interested in using. 1. At any time since your retirement, have you done any of the following at UNB? Please

circle the appropriate answer.

Yes

No

a. Attended a UNB athletic event? 1 2

b. Attended a concert at UNB? 1 2

c. Attended other cultural events at UNB? 1 2

d. Attended a UNB public lecture? 1 2

e. Attended a UNB graduation ceremony? 1 2

f. Taken a UNB credit course? 1 2

g. Taken a UNB non-credit course? 1 2 h. Used the UNB fitness or physical recreation

facilities? 1 2

i. Used university computing services (including e-mail)?

1 2

j. Taken part in internet and/or computer training courses at UNB?

1 2

k. Made purchases at the university bookstore? 1 2 l. Used any of the UNB food services? (including

the dining hall(s), cafeteria, campus pubs/bars or catered events on a UNB campus)

1 2

m. Made use of the 50% reduction in tuition fees for UNB credit courses taken by spouses or dependents of retired employees?

1 2

n. Accessed on-line UNB sources of information about university events?

1 2

o. Used the UNB library(ies) either on campus or on-line?

1 2

2.a. Since you retired from UNB, have you participated in any other UNB activities or events

or used any other UNB services beyond those listed above?

Yes 1 No 2 -- Please go to question 3

2.b. IF YES, which activities, events or services were they? ________________________________________________________________

i

3. On a scale of “1” to “5”, with “1” being definitely would not participate and “5” being

definitely would participate, please indicate your interest in participating, in the future, in the following activities.

Definitely

Would Not Participate

Definitely Would Participate

Don’t Know

a. Attending a UNB athletic event? 1 2 3 4 5 9

b. Attending a concert at UNB? 1 2 3 4 5 9

c. Attending other cultural events at UNB? 1 2 3 4 5 9

d. Attending a UNB public lecture? 1 2 3 4 5 9

e. Attending a UNB graduation ceremony?

1 2 3 4 5 9

f. Taking a UNB credit course? 1 2 3 4 5 9

g. Taking a UNB non-credit course? 1 2 3 4 5 9 h. Using the UNB fitness or physical

recreation facilities? 1 2 3 4 5 9

i. Using university computing services (including email)?

1 2 3 4 5 9

j. Taking part in internet and/or computer training courses at UNB?

1 2 3 4 5 9

k. Making purchases at the UNB bookstore?

1 2 3 4 5 9

l. Using any of the UNB food services? (including the dining hall(s), cafeteria, campus pubs/bars or catered events on a UNB campus)

1 2 3 4 5 9

m. Making use of the 50% reduction in tuition fees for UNB credit courses taken by spouses or dependents of retired employees?

1 2 3 4 5 9

n. Accessing on-line UNB sources of information about university events?

1 2 3 4 5 9

o. Using the UNB library(ies) either on campus or on-line?

1 2 3 4 5 9

ii

SECTION II: Providing Your Services to UNB The following questions are being asked in order to determine which UNB

activities you currently participate in or would be interested in participating in. 4. At any time since your retirement, have you done any of the following at UNB? Please

circle the appropriate answer.

Yes

No

a. Volunteered for activities for the university? (e.g. alumni events)

1 2

b. Participated in a UNB project (involving teaching, research or other service) outside of Canada?

1 2

c. Served on a university committee? 1 2 d. Advised prospective students about attending

UNB? 1 2

e. Advised current UNB students? 1 2

f. Taught a UNB credit course? 1 2

g. Taught a UNB non-credit course? 1 2

h. Supervised a graduate student? 1 2

i. Acted as a UNB thesis committee member? 1 2

j. Carried out formal research? 1 2

k. Been a guest lecturer for a UNB class or event? 1 2 5.a. Since you retired from UNB, have you participated in or provided any other UNB

activities, events or services beyond those listed above?


5.b. IF YES, which activities, events or services were they? ________________________________________________________________ ________________________________________________________________

iii

6. On a scale of “1” to “5”, with “1” being definitely would not participate and “5” being definitely would participate, please indicate your interest in participating, in the future, in the following activities.

Definitely

Would Not Participate

Definitely Would Participate

Don’t Know

a. Volunteering for activities for the university? (e.g. alumni events)

1 2 3 4 5 9

b. Participating in a UNB project (involving teaching, research or other service) outside of Canada?

1 2 3 4 5 9

c. Serving on a university committee? 1 2 3 4 5 9 d. Advising prospective students about

attending UNB? 1 2 3 4 5 9

e. Advising current UNB students? 1 2 3 4 5 9

f. Teaching a UNB credit course? 1 2 3 4 5 9 g.

5

5 9

Yes 1

Teaching a UNB non-credit course? 1 2 3 4 5 9

h. Supervising a graduate student? 1 2 3 4 5 9

i. Acting as a UNB thesis committee member?

1 2 3 4 5 9

j. Carrying out formal research? 1 2 3 4 9

k. Being a guest lecturer for a UNB class or event?

1 2 3 4

7. Since your retirement, have you applied for research funding?

Yes 1 No 2

8. Are you an honorary research associate or a professor emeritus?

No 2

iv

SECTION III: Potential New Retirement Benefits The following questions are being asked in order to determine which new

programs and services you would be interested in having available. The items mentioned below are NOT currently offered by UNB to retired faculty and staff but may be considered as potential future programs and services to retired faculty and staff.

9. On a scale of “1” to “5”, with “1” being not important at all and “5” being very important,

please indicate how important would it be for you if UNB were to offer the following programs and services which are not currently offered to retired employees.

4

4

4

10.b. IF YES, what other programs or services would you like to see offered?

________________________________________________________________

Not

Important At All

Very

Important

Don’t Know

a. Waiver of tuition for credit course(s) taken by a retired employee.

1 2 3 4 5 9

b. Discounted parking fees. 1 2 3 4 5 9 c. Discounts for purchases at the university

bookstore. 1 2 3 4 5 9

d. Financial counselling services. 1 2 3 4 5 9

e. Personal counselling services. 1 2 3 5 9

f. Access to discounts for travel services. 1 2 3 4 5 9 g. Housing located close to the university

campus and services. 1 2 3 5 9

h. Drop-in centre for retired employees, with computing services available.

1 2 3 5 9

i. UNB funds available to support research by retired employees.

1 2 3 4 5 9

10.a. Are there any other programs or services that you would like to see offered to UNB

retired employees?


_______________________________________________________________

v

SECTION IV: Health, Drug and Dental Plans

4

12.a. If you are not covered by the supplementary health plan, did you discontinue the plan when or sometime after you retired?

Benefits were not important to me 1

Retired UNB employees are now eligible to participate in the University's

supplementary health plan, provided they pay 100 per cent of the required premiums. However, retired employees are not eligible to participate in the University's dental plan, and their eligibility for the University's drug plan ends at age 65. Hence retirees must make other arrangements to maintain dental and drug coverage.

11.a. Are you currently participating in the supplementary health plan coverage available from

UNB for retirees who pay the required premiums?


11.b. IF YES, on a scale of “1” to “5”, with “1” being not satisfied at all and “5” being very satisfied, how satisfied are you with the benefits available under the UNB supplementary health plan?

Not Satisfied At All

Very Satisfied

Satisfaction with benefits available under UNB’s supplementary health plan.

1 2 3 5

Please go to question 13


12.b. IF YES, why did you discontinue the plan?

Premiums too high 2 Had other coverage 3 Other reason ________________ 4

vi

Currently the University’s prescription drug plan is not available to retired employees over the age of 65.

Satisfaction with benefits of this other prescription drug coverage.


Other reason ________________ 5

2 3 4

13.a. Do you currently have prescription drug coverage from another source?

Yes 1 No 2 -- Please go to question 13c

13.b. IF YES, on a scale of “1” to “5”, with “1” being not satisfied at all and “5” being very satisfied, how satisfied are you with this other prescription drug coverage?

Not

Satisfied At All

Very Satisfied

1 2 3 4 5

13.c. IF NO, why do you not have other prescription drug coverage?

Benefits were not important to me 1 Premiums too high 2 Under age 65/Still in UNB plan 3 Not eligible for coverage 4

Currently the University’s dental care plan is not available to retired employees (with the exception of certain early retirement packages that permit coverage to age 65).

14.a. Do you currently have dental care coverage from another source?

Yes 1 No 2 -- Please go to question 14c

14.b. IF YES, on a scale of “1” to “5”, with “1” being not satisfied at all and “5” being very satisfied, how satisfied are you with this other dental care coverage?

Not

Satisfied At All

Very Satisfied

Satisfaction with the benefits of this other dental care coverage.

1 5


vii

14.c. IF NO, why do you not have other dental care coverage?

Benefits were not important to me 1 Premiums too high 2 Under age 65/Still in UNB plan 3 Not eligible for coverage 4 Other reason ________________ 5

15. On a scale of “1” to “5”, with “1” being not important at all and “5” being very important, please indicate how important would it be to you personally if UNB were to offer the following benefits which are presently not available to retired employees.

Don’t Know

5

4 5

Not Important

At All

Very

Important

a. Coverage under UNB’s prescription drug plan assuming retirees would have to pay 100 per cent of the required premiums.

1 2 3 4 9

b. Coverage under UNB’s dental plan assuming retirees would have to pay 100 per cent of the required premiums.

1 2 3 9

viii

SECTION V: General Questions

11 to 15 years 3 Over 25 years 6

The following questions will allow us to compare the attitudes of different groups of people. Please remember that all individual responses will be kept confidential.

16. Please indicate your gender:

Male 1

Female 2 17. In what year were you born? 19 __ __ 18. Please indicate your current marital status:

Married 1 Domestic Partnership 2 Widowed 3 Divorced 4 Separated 5 Single, never married 6

19. Please indicate your former employee category:

Academic 1 Support Staff 2

20. In what year did you retire? ________

21. Please indicate your total length of employment at UNB:

Under 5 years 1 16 to 20 years 4 5 to 10 years 2 21 to 25 years 5

22. From which campus did you retire?

Fredericton 1 Saint John 2

ix

23.a. Do you live within commuting distance (within a 30 minute drive) of a UNB campus?


23.b. IF YES, which campus?

Fredericton 1 Saint John 2

24. An Alumnus/Alumna is defined as a graduate from any program at UNB. Are you an

Alumnus or Alumna of the University of New Brunswick (either the Saint John or

No 2

Employed Full-time 2

Fredericton campus)?

Yes 1

25.a. Are you currently employed or self-employed?


25.b. IF YES, what is the status of your current employment?

Employed Part-time 1

26. Are you currently a member of the UNB Retired Employees Association?

Yes 1 No 2

27. Do you currently have Internet access in your place of residence?

Yes 1 No 2

x

28. There are a number of ways you could receive information from UNB. Which of the following methods would you most prefer to receive information about UNB? And which would be your second choice?

First Choice Second Choice

Mail 1 1 Email 2 2 Phone 3 3 Other ______________ 4 4

29. Would you say that you now receive too much, the right amount of, or too little information

from UNB about the following?

Too Much

Public lectures

e.

f.

g. Research announcements

Academic conferences

j.

k. Faculty and staff changes

l.

m. University enrolments

n.

Right Amount

Too Little

a. 1 2 3

b. Graduation ceremonies 1 2 3

c. Concerts 1 2 3

d. Other cultural events 1 2 3

Athletic events 1 2 3

Fundraising announcements 1 2 3

1 2 3

h. 1 2 3

i. New construction projects 1 2 3

UNB budgets and finances 1 2 3

1 2 3

Changes in academic programs 1 2 3

1 2 3

Other ___________________________ 1 2 3

xi

SECTION VI : Additional Comments If you would like to provide any additional comments or suggestions, please do so in the space below. ________________________________________________________________________ ________________________________________________________________________

________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

Thank you for taking the time to fill out this questionnaire. The information provided by you and other retirees will help the UNB

Committee on Retired Faculty and Staff identify the services and activities which are of value to retired employees.

Once you complete the questionnaire, please return it using the enclosed envelope.

xii

APPENDIX B

B

APPENDIX B: PRE-RETIREE SURVEY SECTION I: Post-Retirement Use of UNB Services The following questions are being asked to determine which services you would be most likely to use after you retire from UNB. The services mentioned below are currently offered by UNB to retired faculty and staff. 1. PLEASE READ EACH ITEM AND CIRCLE THE RESPONSE THAT BEST

REFLECTS YOUR LIKELIHOOD OF PARTICIPATION. “DK/DNA” INDICATES “DON’T KNOW” OR “DOES NOT APPLY”.

DEFINITELY

b. c. 3

Attend concerts at UNB?

3

Attend UNB graduation ceremonies?

2

3 5

On a scale of “1” to “5”, with “1” being definitely would not participate and “5” being definitely would participate, please indicate how likely you would be to participate in the following activities after you retire from UNB.

DEFINITELY

WOULDN’T

WOULD DK/ DNA

a. Take a UNB credit course(s)? 1 2 3 4 5 9

Take a UNB non-credit course(s)? 1 2 3 4 5 9 Attend a UNB public lecture(s)? 1 2 4 5 9

d. Access the UNB library(ies) either on campus or online?

1 2 3 4 5 9

e. Attend UNB athletic event(s)? 1 2 3 4 5 9 f. Use the UNB fitness or physical

recreation facilities? 1 2 3 4 5 9

g. 1 2 3 4 5 9 h. Attend other cultural events at

UNB? 1 2 4 5 9

i. Use university computing services (including e-mail)?

1 2 3 4 5 9

j. 1 3 4 5 9

k. Take part in internet and/or computer training courses at UNB?

1 2 4 9

l. Make purchases at the university bookstore?

1 2 3 4 5 9

m. Use any of the UNB food services? (including any service accessed on campus at the food hall, cafeteria, campus pubs/bars or catered events on UNB campus)

1 2 3 4 5 9

i

WOULDN’T

4

5

DEFINITELY DEFINITELY WOULD

DK/ DNA

n. Access on-line UNB sources of

information about university events?

1 2 3 5 9

o. Make use of 50% reduction in tuition fees for UNB credit courses taken by spouses or dependents of retired employees?

1 2 3 4 9

2. a. Once you are retired, do you plan to apply for research funding?

Yes 1 No 2 Please go to Section II. Don’t Know 9

b. IF YES, would the University’s provision of information on funding sources be important to you?

Yes 1 No 2 Don’t Know 9

ii

SECTION II: Post-Retirement Involvement with UNB

2

2

3

4

3

4

3

4 5

The following questions are being asked in order to determine which activities you would be most interested in participating in after you retire from UNB. The services mentioned below ARE currently offered by UNB to retired faculty and staff. 3. On a scale of “1” to “5”, with “1” being definitely would not participate and “5” being

definitely would participate, please indicate how likely you would be to participate in the following activities after you retire from UNB.

DEFINITELY

WOULDN’T DEFINITELY

WOULD DK/ DNA

a. Teach a UNB credit course(s)? 1 3 4 5 9 b. Teach a UNB non-credit

course(s)? 1 3 4 5 9

c. Supervise UNB graduate student(s)?

1 2 4 5 9

d. Act as a thesis supervisor for UNB graduate student(s)?

1 2 3 5 9

e. Act as a UNB thesis committee member?

1 2 3 4 5 9

f. Be a guest lecturer for a UNB class or event?

1 2 3 4 5 9

g. Carry out formal research? 1 2 3 4 5 9 h. Serve on a university

committee(s)? 1 2 3 4 5 9

i. Advise prospective students about attending UNB?

1 2 4 5 9

j. Advise current UNB students? 1 2 3 5 9 k. Volunteer for activities for the

university? 1 2 4 5 9

l. Participate in a university project (involving teaching, research or service) outside Canada?

1 2 3 9

4. a. Are there any other activities, events or services that you would like to participate in after you retire from UNB?

Yes 1 No 2 Please go to Section III. Don’t Know 9

iii

b. IF YES, what other opportunities to participate would be of interest to you? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________

iv

SECTION III: Potential New Retirement Benefits

The following questions are being asked in order to determine which activities and services you would be interested in having available, after you retire from UNB. The items mentioned below are NOT currently offered by UNB to retired faculty and staff but are being considered as potential future programs and services to retired faculty and staff. 5. On a scale of “1” to “5”, with “1” being not important at all and “5” being very

important, please indicate how important would it be for you if UNB were to offer the following programs and services which are not presently available to retired employees.

NOT IMPORTANT

VERY IMPORTANT

DK/ DNA

a. Waiver of tuition for credit

course(s) taken by a retired employee.

1 2 3 4 5 9

b. Discounted parking fees. 1 2 3 4 5 9 c. Discounts for purchases at the

university bookstore. 1 2 3 4 5 9

d. Financial counselling services. 1 2 3 4 5 9 e. Personal counselling services. 1 2 3 4 5 9 f. Access to discounts for travel

services. 1 2 3 4 5 9

g. Housing located close to the university campus and services.

1 2 3 4 5 9

h. Drop-in centre for retired employees, with computing services available.

1 2 3 4 5 9

6. a. Are there any other services that you would like to see offered to UNB

retired employees?

Yes 1 No 2 Please go to Section IV. Don’t Know 9

v

b. IF YES, what other services would you like to see offered?

________________________________________________________________

________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________

________________________________________________________________

vi

SECTION IV: Health, Drug and Dental Plans The following questions are being asked in order to gather information regarding health, drug, and dental benefits for retired faculty and staff at UNB.

On a scale of “1” to “5”, with “1” being not important at all and “5” being very important, please indicate how important would it be to you personally if UNB were to offer the following benefits which are presently not available to retired employees.

VERY IMPORTANT

7. Are you currently covered by the University of New Brunswick’s group health insurance plans (including supplementary health, prescription drug and dental care), for which the University pays 50 per cent of the required premiums? Yes 1

No 2 Don’t Know 9

8. Do you plan to participate in the supplementary health plan coverage from the university after you retire, which is available to retired employees who pay 100 per cent of the required premiums? Yes 1

No 2 Don’t Know 9

9. Currently the University’s prescription drug and dental care plans are not offered to retired

employees.

NOT

IMPORTANT DK/

DNA

a. Coverage under UNB’s

prescription drug plan assuming retirees would have to pay 100 per cent of the required premiums.

1 2 3 4 5 9

b. Coverage under UNB’s dental plan assuming retirees would have to pay 100 per cent of the required premiums.

1 2 3 4 5 9

vii

SECTION V : General Questions

The following questions will allow us to compare the attitudes of different groups of people. Please remember that all individual responses will be kept confidential. 10. On a scale of “1” to “5”, with “1” being not important at all and “5” being very

important… NOT

IMPORTANT VERY

IMPORTANT DK/ DNA

1 2

Support Staff ________ Academic ________

a. How important do you think it is

for UNB to have close contact with its retired employees?

3 4 5 9

PLEASE ANSWER QUESTIONS 11 THROUGH 16 BY MARKING AN ‘X’ BY THE APPROPRIATE ANSWER FOR EACH QUESTION.

11. Please indicate your gender:

Male ________ Female ________ 12. Please indicate your current employee category:

13. Please indicate your length of employment at UNB: Under 5 years ________ 16 to 20 years ________

5 to 10 years ________ 21 to 25 years ________ 11 to 15 years ________ Over 25 years ________

14. An Alumnus/Alumna is defined as a graduate from any program at UNB. Are you an

Alumnus or Alumna of the University of New Brunswick (either the Saint John or Fredericton campus)?

Yes ________ No ________

viii

15. Upon retirement, do you plan on living within commuting distance (within a 30 minute drive) of a UNB campus?

Yes ________ No ________ 16. Do you currently have Internet access in your place of residence? Yes ________ No ________ 17a. Did you participate in one of the University’s recent pre-retirement information sessions, for

current employees?

Yes ________ No ________

IF you answered NO, to Question 17a, please proceed to Section VI. b. If YES, did you find the information session useful?

Yes ________ No ________

ix

SECTION VI : Additional Comments If you have any additional comments or suggestions, please do so in the space provided below. Please remember that all comments and/or suggestions will be kept completely confidential. ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

Thank you for taking the time to fill out this questionnaire. The information provided by you and other employees will help the

Committee on Retired Faculty and Staff identify the services and activities which are of value to retired employees.

Once you complete the survey, please return it using the enclosed envelope.

x

APPENDIX C

C

APPENDIX C: ADDITIONAL COMMENTS WRITTEN BY RETIREES

Type of Additional Comments Number of Respondents Concerns with Medavie/Blue Cross drug plan, different aspects of the current UNB health plan or support for extending UNB drug and/or dental coverage to retired employees over the age of 65

23

Primary residence is outside of New Brunswick, or at least distant from Fredericton or Saint John, or that they travel extensively during the winter months and that these distance factors restrict any personal involvement with UNB

17

Appreciate the undertaking of the survey 14 (2 want more specifics for UNBSJ retirees)

Availability or cost of on-campus parking or physical ability to gain access to on-campus facilities

10

UNB ignores or does not do a good job reaching out to retired employees

9

Age or health considerations affect their involvement 6 Pension benefits for surviving spouses or the integration of UNB pension benefits with public plans like Old Age Security and the Canada Pension Plan

3

i

APPENDIX D

D

APPENDIX D: ADDITIONAL COMMENTS WRITTEN BY PRE-RETIREES

Type of Additional Comments Number of Respondents Desire for Lower Health Premiums for Coverage/Continued Coverage

6

Retirement Session Useful/More Retirement Sessions

5

Phasing Out Option for Retirement Without Repercussion to Pension Benefits

2

Desire for Post Retirement Activities with Other UNB Retirees’

2

Additional Comments on Anticipated Participation Levels After Retirement

2

Questions About Retirement 1 Desire for Sharing Software of Retirees’ Computers 1 Why the “85” Factor Does Not Apply to Support Staff

1

i

APPENDIX E

E

APPENDIX E: ADDITIONAL UNB SERVICES USED BY RETIREES SINCE

RETIREMENT

Service Number of Respondents Who Indicated They Used Such Service

Retirement Functions 21 Class Reunions 10 Faculty Specific Events 10 Media and IT Services 6 Miscellaneous Social Events 6 Office Space 5 Faculty Awards Ceremonies 4 Conferences 4 Graduate Seminars 4 Involvement with Clubs on Campus 4 Public Lectures/Events 4 Research Laboratories and Equipment 4 Dedications of Rooms/Buildings 3 Fundraising Events 3 Human Resources Services 3 Community Events on Campus 3 Residence Related Activities 2 UNBREA Functions 2 Retirement Information Sessions 2 Various UNB Committees 2 Hired Students as Employees 2 25 year Club Dinners 2 Service world for Renaissance College 1 Member of Departmental Graduate Academic Unit, Graduate School

1

Encaenial Dinner 1 Varsity Reds Sports Banquets 1 Flu Shot 1 Campus Mail 1 Helpline 1 Yearly Purchase and Use of Campus Parking Pass 1 Campus Safety 1 Meetings for Retired Faculty and Staff 1 Electronic Text Centre 1 Flannery’s 1

i

APPENDIX F

F

APPENDIX F: ADDITIONAL SERVICES PROVIDED BY RETIREES TO UNB SINCE RETIREMENT

Services Provided Number of Respondents Who Indicated They Provided Such a Service

Provided Assistance for a Departmental Project 9 Fundraising (Canvassing or Donated) 7 Member in an Advisory Group for Specific Topic 7 Member of a Board or Advisory Council 6 Organized University Events 5 Judge for Student Reports, Essays, Presentations 4 Examiner for Thesis Presentation 4 Committee Chair 3 Assistance to Campus Clubs 2 Editor of Magazine or Newsletter 2 Entertained Faculty and Students at Home 2 HIL Archives 1 Wrote Papers 1 VLT Research Lab 1 Suicide Intervention Programs for Students in Professional Programs

1

UNB Conservatory 1 Director of CADMI Microelectronics Inc. 1 Coordinator Bhutan Light project 1 Translation for the Second Language Education Centre 1 Member of the Associates of Provincial Archives NB 1 Advisor to President on Wallace McCain Business Leadership Institute

1

University Orator 1

i

APPENDIX G

G

APPENDIX G: ADDITIONAL POTENTIAL NEW RETIREMENT BENEFITS

SUGGESTED BY RETIREES

New Benefits Number of Respondents Who Indicated They Would Like Such a Benefit

Extended Health and Dental Benefits 9 Fitness Programs for Seniors 4 Fitness Discounts for Retired Employees 4 Parking 2 Faculty Club 2 Free Library Access 2 Continued Life Insurance 2 Computer Training/IT Support 2 Inclusion of Hearing Aids in Retiree Health Benefits 1 Email Notification of Visiting Lecturers to UNB for all Faculties

1

Waiver of Tuition for Non-Credit Courses 1 Financial Assistance to Poorly Pensioned Faculty Members 1 Web Presence: Record of Having Existed 1 Organized Travels 1 Provision of Tennis Courts 1 Retired Professors Eligible for Funds on Social and Humanitarian Programs

1

Retired Professors Could be UNB Ambassadors to Promote the University but Need Some Official Affiliation to UNB

1

Retiree Blog 1 Notification of New Professor Emeritus 1 Drop-In (Waiting) Room Within the Former Department With Computing Services

1

Photocopying 1 Honorary Research Titles for Retired Support Staff Members to Help in Classroom or Laboratory (to Volunteer Where Appropriate and Cover Potential Insurance Risks)

1

i

APPENDIX H

H

APPENDIX H: ADDITIONAL ACTIVITIES, EVENTS OR SERVICES OF

POTENTIAL INTEREST TO PRE-RETIREES AFTER RETIREMENT

Activities, Events and Services Number of Respondents Who Expressed Similar Opinions

Extended or Continued Health Plan Coverage 2 Non-Academic Events such as Run For the Cure, Bowling League, Sporting Events, etc.

1

Access to Audio-Visual Equipment 1 Seminars About Retirement Benefits 1 Tax Seminars 1 International Trips (Intersession Courses) 1 Tuition Waiver for Retirees 1 Travel Club 1 International Recruiting 1 Opportunities for Part-Time Work 1

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APPENDIX I

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APPENDIX I: ADDITIONAL POTENTIAL NEW RETIREMENT BENEFITS

SUGGESTED BY PRE-RETIREES

New Benefits Number of Respondents Who Indicated They Would Like Such a

Benefit Extended/Continued Health Plan Coverage 2 Office Space on Campus 1 Free Library Services for Retirees and Spouses 1 Reduced Rate for Use of Recreation Facilities 1 Travel Packages or Hosted Excursions 1

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Documents

A SURVEY OF UNIVERSITY OF NEW BRUNSWICK S RETIRED ... · the questionnaires for the pre-retiree group. Allison Johnson-Sacobie served with equal efficiency in collecting the mailed