The Charge
The Benefits Allocation Review Team (BART) was convened to accomplish the following charge:
- Develop a comprehensive statement of the goals and performance expectations for Lehigh's benefit programs, both from an institutional and an employee perspective;
- Develop appropriate metrics and assess the effectiveness of the current program with respect to the articulated goals and performance expectations; and
- Develop recommendations to make the program more effective within our current resource parameters.
New Lehigh University Retirement Plan Fund Detail Charts
Investment Structure and Funds
Full Fund Names With Ticker Symbols
Senior Officers' Decisions Report
The report of the Senior Officers regarding their final decisions is now available to read. You can download it here. All employees will also receive a printed copy of the report via campus mail.
Phase One
BART's first task was to develop Lehigh's Benefits Philosophy. They did this by analyzing the Lehigh Benefits Survey data, hosting interactive meetings across campus, and looking at benefits philosophies from other organizations. This philosophy now provides an overarching framework within which the team is accomplishing its charge.
The first team completed its report of preliminary recommendations. Download the pdf version here. Paper copies were delivered to all benefits eligible employees during the second week of September.
Phase Two Complete
With the support of HR and outside consultants from The Mercer Group, a new group of staff and faculty (listed below) met in three sub-teams to further study and develop recommendations in their respective areas. The sub-teams then convened as a combined team later in the fall semester to review and finalize all recommendations .
Download their report and recommendations here.
Health Care Brenda Bachman, Finance & Administration
Sharon Friedman, CAS Brigit Gray, LTS Bill Griffin, Athletics Warren Loller, Finance & Administration Sue Meyers, Advancement Sudhakar Neti, Mechanical Engineering & Mechanics Glenn Strause, Finance & Administration Retirement: Shelley Drozd, RCEAS Steve Firtko, LTS Emily Groff, Communication and Public Affairs Patti Lawrence, CBE Pat Mann, Provost's Office Jenn Scaia, Residence Life Neal Simon, CAS Jean Toulouse, CAS
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Tuition: Heidi Casciano, Advancement Judd Hark, LTS Vince Munley, CBE/Provost's Office Michael Oblick, Finance & Administration Susan Szilagyi, Finance & Administration Gretchen Tillitt, COE Rhonda Weidner, Student Affairs Al Wurth, CAS Human Resources Support: Kimberly Drey Betty Konczyk Alice Sikorski |
Proposed Revision To Short Term Disability Benefit Policy
As a result of the Benefits Allocation Review, the university's Short Term Disability Policy is being revised. The new policy aims to provide equity among all staff, including exempt and nonexempt.
- You can read about the proposed changes in the October 2012 Spotlight.
- For more information and a side-by-side comparison of the current and proposed plans, read this brief background report.
For More Information
FCC (login required) and ERAC have set up web pages dedicated to providing more information to employees about the BART process. HR encourages faculty and staff to visit these pages and learn more about this important work.