Plаintiff-appellant Jonah Oxman appeals from the district court’s grant of summary
*450
judgment in favor of defendant-appellee WLS-TV on his age discrimination claim.
Oxman v. WLS-TV,
I.
Oxman worked at WLS-TV for about seventeen years before he was terminated in 1984 at age 61. He has a Bachelor of Arts degree in Radio, a Master of Science degree in Journalism, and, for a time, taught journalism at Roosevelt University in Chicago. Before joining WLS-TV as a newswriter in 1967, Oxman worked as a newswriter-producer at two other Chicago television stations. After working as a WLS-TV newswriter for four months, Ox-man became a management employee in WLS-TV’s newsroom, supervising the station’s four film crews and the newsroom itself in the News Director’s absence. In 1968, WLS-TV changed Oxmаn’s title to Business Manager, and his duties expanded to include budgeting, scheduling, purchasing, and handling personnel and legal matters. For a six-month period in 1978, Ox-man held an Executive Producer position, though his duties remained the same. Also, during a twenty-week strike in 1977, he worked as a newswriter and Associate Producer, producing two shows daily.
In 1981, WLS-TV established a “Northwest Bureau,” the station’s first and only satellite bureau, and named Oxman to manage it. Oxman’s staff included two camera-crew members and a reporter. As Bureau Manager, Oxman earned more money and took on more journalistic responsibilities than he had as Business Manager, working with the station’s assignment desk to develop stories and assure their coverage. Oxman never received any complaints about his performance at the bureau and received annual salary increases. In fact, in December, 1983, just before he was fired, Oxman received a seven-percent salary increase.
In the late summer of 1983, rumors circulated around WLS-TV that then-General Manager Dennis Swanson and then-News Director William Applegate wanted to close the Northwest Bureau as part of a plan to cut costs and improve efficiency at WLS-TV. Swanson, Vice President and General Manager of WLS-TV since July 25, 1983, had ultimate responsibility for all of the station’s business operations, including the hiring and firing of station personnel. Ap-plegate, who reported directly to Swanson, was responsible for gathering, producing, and directing news broadcasts. Although the two had discussed closing the Bureau, Oxman was told that a decision to close had not been made and that the company was pleased with his performance as Bureau Manager.
When Swanson assumed the position of Vice President and General Manager in 1983, WLS-TV’s ratings were third among the major network stations in Chicago and, in some time slots, WLS-TV ranked fifth in the ratings among Chicago television stations, behind even the city’s two major *451 independent stations. Swanson believed that WLS-TV suffered from excessive costs, and one of his initial goals was to decrease the station’s unnecessary expenses. To do so, Swanson reviewed each of the station’s departments to identify and eliminate overstaffing. As part of this staff review, Swanson imposed a hiring freeze to prevent the automatiс filling of nonessential positions as they became vacant. In this manner, fifteen vacant positions from various areas and departments of the station, including three positions from the news department, were eliminated from WLS-TV’s 1984 budget. In addition, Swanson terminated two news coordinators at WLS-TV’s Satellite News Channel when their positions were eliminated as a result of the sale of that channel in October, 1983.
In September, 1983, Applegate reassigned the Northwest Bureau’s reporter, Kim Peterson, to do local morning newscasts on the network’s “Good Morning America” broаdcast, and did not replace her. Without Peterson, the bureau covered fewer stories. Then, in late December, 1983, Swanson decided to close the bureau as of January 27,1984. At about this same time, Mike Lewellyn, WLS-TV’s Director of Personnel, discussed with Oxman the possibility of early retirement, essentially offering him a year’s salary to do so. Ox-man refused the offer, stating that he was not ready to retire and that he wanted to continue working at WLS-TV.
On January 5, 1984, Applegate told Ox-man that the station was closing the Northwest Bureau and that Oxman was going to be fired. In a meeting with Applegate five days later, Oxman reiterated his desire to continue working at WLS-TV in another capacity, but Applegate responded that no positions were available for Oxman. According to Oxman, Applegate told him that the news bureau had grown very complex and that if Oxman took a job as a producer, within a week the station would discover that Oxman could not do the job. Apple-gate also stated that the station was in the midst of a job freeze, and denied Oxman’s suggestion that age was a factor in his termination. On January 27, 1984, WLS-TV closed the Northwest Bureau and moved the Bureau’s camera crew back to the station’s downtown Chicago offices. That same day, WLS-TV terminated Ox-man.
When WLS-TV told Oxman that he was going to be fired in early January, 1984, there were two vacant newswriter positions in WLS-TV’s news department. WLS-TV did not consider Oxman for one of the positions because the station was holding it open for its recently hired news anchor’s personal newswriter, who eventually assumed the position on April 18, 1984. For the other vacant newswriter position, which really was that of assignment editor and involved no newswriting, Applegate recommended Mark LaMet, a 24-year-old “vacation relief” newswriter. Swanson rejected Applegate’s recommendation, however, and hired a 31-year-old local newspaper editor for the position. In addition, between January 5, 1984 and March 1, 1984, another newswriter position opened at WLS-TV. Oxman was not considered for the job, however, and WLS-TV filled it with a 26-year-old. Also at the time of Oxman’s termination, WLS-TV was considering creating a new position called Manager of Scheduling. Oxman was not considered for the position, which became a reality on May 9, 1984, even though he possessed the minimum qualifications required for the job. Oxman alleges that he was qualified for and willing to assume any of these positions.
II.
The crux of Oxman’s complaint is that WLS-TV violated the ADEA when, after it eliminated Oxman’s position and terminated his employment, it did not, because of his age, consider him for other available positions for which he was qualified. WLS-TV denies that it acted with discriminatory intent, claiming essentially that Ox-man was an unfortunate casualty in the march toward a leaner, more efficient company.
In reaching its decision to grant summary judgment to WLS-TV, the district court found “a lack of evidence that the respon
*452
sible decisionmaker,” Swanson, “had the intent to discriminate on the basis of age.”
Oxman III,
A.
Summary judgment is appropriate when the pleadings and supplemental materials present no genuine issue of material fact and the moving party is entitled to judgment as a matter of law. Fed.R.Civ.P. 56(c);
Celotex Corp. v. Catrett,
B.
Congress enacted the ADEA in 1967 to combat arbitrary age discrimination in employment. 29 U.S.C. § 621 (statement of findings and purpose). Under the ADEA, an employer may not refuse to hire, discharge, or otherwise discriminate against any individual between forty and seventy years old with respect to his or her compensation, terms, conditions, or privileges of employment, because of that individual’s age. 29 U.S.C. §§ 623(a), 631(a). Thus, a terminated plaintiffs ultimate burden in an age discrimination case is to рrove that he was discharged because of his age.
La Montagne v. American Convenience Products, Inc.,
A plaintiff may prove age discrimination by either of two methods. She may try to meet her burden head on by presenting direct or circumstantial evidence that age was the determining factor in her discharge.
Id.; Ayala v. Mayfair Molded Products Corp.,
The
McDonnell Douglas
burden-shifting method of proof serves several important functions. First, it requires the plaintiff to eliminate the most common nondiscriminatory reasons for his termination and distinguish his case from the ordinary, legitimate kind of adverse personnel decision.
Matthews v. Allis-Chalmers,
[a]ge discrimination may be subtle and even unconscious. Even an employer who knowingly discriminates on the basis of age may leave no written records revealing the forbidden motive and may communicate it orally to no one. When evidence is in existence, it is likely to be under the control of the employer, and the plaintiff may not succeed in turning it up. The indirect method [of proof] compensates for these evidentiary difficulties by permitting the plaintiff to prove his case by eliminating all lawful motivations, instead of proving directly an unlawful motivation.
Id. at 1410. Thus under the burden-shifting approach,
if a plaintiff convinces the trier of fact that it is more likely than not that the employer did not act for its proffered reasons, the employer’s decision remains unexplained and the inferences from the evidence produced by the plaintiff may be sufficient to prove the ultimate fact of discriminatory intent.
Ayala,
C.
The Supreme Court in
McDonnell Douglas
recognized that “[t]he facts necessarily will vary in Title VII cases” and that the specification of the prima facie proof required from the job applicant in that case “is not necessarily аpplicable in every respect to differing factual situations.”
McDonnell Douglas,
In an attempt to repair the damage that the RIF scenario inflicts upon the traditional prima facie prоof formulation, this and other courts have employed a modified formulation in cases brought by plaintiffs terminated pursuant to a RIF. In Matthews, supra, we adopted the Fifth Circuit’s prima facie proof formulation for RIF cases, holding that such a plaintiff
can establish a prima facie case under the ADEA by (1) showing he was within the protected age group; (2) showing he was adversely affected, either through discharge or demotion; (3) showing he was qualified, to assume another position at the time of the discharge or demotion; and (4) producing circumstantial or direct evidence from which a factfinder might reasonably conclude that the employer intended to discriminate in making the employment decision in issue.
Matthews,
simply insists that a plaintiff produce some evidence that an employer has not treated age neutrally, but has instead discriminated based upon it. Specifically, the evidence must lead the factfinder reasonably to conclude either (1) that defendant consciously refused to consider retaining or relocating a plaintiff because of his age, or (2) defendant regarded age as a negative factor in such consideration.
Williams,
But this formulation for RIF cases goes too far. First, and somewhat obvious, its practical starting point is the employer’s claim that the plaintiff was terminated pursuant to a RIF (or the plaintiff’s anticipation of that claim), not the plaintiff’s attempt to establish a prima facie case. This alone seems to stand the McDonnell Douglas aрproach on its head — in effect, requiring the employee to rebut the employer’s putatively legitimate, nondiscriminatory reason for its actions, not the other way around. In addition, the modified RIF formulation, as a practical matter, transforms the burden-shifting method of proof into the more difficult direct method. By requiring the plaintiff to produce some evidence of discriminatory intent on the part of the employer to make out a prima facie case, the RIF formulation at the very least fuses the “prima facie” and “pretext” steps of the McDonnell Douglas methоd. At worst, under this prima facie proof formulation for RIF cases, a victim of discrimination no longer can prevail without producing any evidence that age was a determining factor in the employer’s motivation. The modification thus obviates the central purpose behind the McDonnell Douglas method, which is to relieve the plaintiff of the burden of having to uncover what is very difficult to uncover — evidence of dis *455 criminatory intent. Thus, although the Williams modification of the prima facie proof formulation which we adopted in Matthews purports to apply the McDonnell Douglas burden-shifting method of proof to RIF cases, it in fact discards that method.
Not only is the application of the Matthews prima facie рroof formulation therefore questionable, it also is unnecessary to protect an employer from specious claims. For a plaintiff who brings an age discrimination suit after being discharged pursuant to a RIF usually does not dispute that economic reasons played a role in the employer’s decision. Rather,
[a] plaintiff in a RIF situation ... typically will allege that the employer retained younger employees who continued to perform either work that the plaintiff had performed, or work for which the plaintiff was qualified, after the plaintiffs discharge.
Matthews,
an employer’s retention of a younger employee either in the same job as the discharged plaintiff or in another job for which the plaintiff also was qualified gives rise to an inference of discrimination that is no weaker than the well-recognized inference created when an employer discharges an employee who is performing adequately and then seeks and/or obtains a replacement.
Id.
at 1223;
see also, Ayala,
A terminated employee within the protected age group who can show that
others not in the protected class were treated more favorably,
therefore, should not be required to uncover evidence of discriminatory intent on the part of the employer to makе out a prima facie case of discrimination under the ADEA. Such a showing is enough to create a reasonable inference under
McDonnell Douglas
that age was a determining factor in the employer’s decision.
See Duffy v. Wheeling,
III.
Under this formulation, Oxman has made out a prima facie case. WLS-TV does not dispute that Oxman was a member of the protected group, that he was perfоrming his job up to the legitimate expectations of his employer before he was terminated, and that he was terminated. Additional evidence, viewed in the light most favorable to Oxman, also shows that, at the time Oxman was terminated, at least two vacancies existed in the newsroom at WLS-TV, that Oxman expressed his desire to assume at least one of these positions, that he had the experience and qualifications to handle them, and that WLS-TV filled them with persons younger than Ox-man.
We also find that WLS-TV has rebutted Oxman's prima facie case with legitimate, nondiscriminatory reasons for his termination, satisfying its burden of рroduction. WLS-TV explains that Oxman's position at the Northwest Bureau was eliminated as part of a structural reorganization designed to cut costs and increase efficiency. WLS-TV claims that, although the news crew was still needed, Oxman was not and his job position therefore had become superfluous. According to WLS-TV, the reason Oxman was the only one in his position terminated is because the bureau was the only one of its kind. In addition, WLS-TV has produced evidence that in October, 1983, two other younger employees-aged 26 and 32-of WLS-TV's "Satellite News Channel" were fired after the sale of that channel eliminated their positions, indicating that Oxman was not the only employee adversely affected by the company's restructuring. WLS-TV also has offered plausible reasons for not placing Oxman in other positions open at the time of his termination. The company argues that some positions already were filled, and that Oxman was not the best person for the jobs. WLS-TV clearly has shifted the bur-8den back to Oxman to prove that WLS-TV’s reasons are pretextual.
This case thus turns on whether Oxman proffers enough evidence suggesting that WLS-TV’s reasons are pretextual to survive the latter’s motion for summary judgment. To do so, Oxman must produce evidence that WLS-TV’s decision to terminate Oxman and not allow him to transfer to another open position more likely than not was motivated by discriminatory reasons or that its proffered explanations are unworthy of credence.
La Montagne,
the business had grown very complex in recent years and that producers were under great pressure. [Applegate] sаid that if he made [Oxman] a producer on one of the shows, they’d know within a week that they’d find [Oxman] unable to do the job and that [Oxman] would then still be out of a job. Applegate denied [Oxman’s] suggestion that age was a factor in the decision.
Oxman argues, and the district court found in Oxman II that, although Applegate’s statement concerned a producer rather than a newswriter position, it creates a reasonable inference that Applegate believed that Oxman could no longer handle the fast-paced TV news business because of his age. WLS-TV argues that, under this court’s opinion in La Montagne, Apple-gate’s statement is irrelevant because the discriminatory intentions and remarks of Applegate cannot be attributed to Swanson, who made the decision to discharge the employee.
We disagree. In
La Montagne,
we held that statements made by two officers of the employer inferior to the official who made the termination decision were not probative of the discharging official’s intent and that this evidence, standing alone, could not support a reasonable jury finding that the discharging official had intended to discriminate.
La Montagne,
Other evidence also supports Oxman’s showing of pretext, as the district court pointed out in Oxman II:
First, Swanson’s hiring freeze was not absolute, but rather was subject to considerable discretion. While he eliminated seventeen positions after they became vacant, he also hired some fifteen people — aged 24-44 — including several from within WLS-TV, to fill other vacancies between September, 1983 and September, 1984. Thus, Swanson’s cost-cutting was highly selective and seems to have hit Oxman harder than оther, younger employees. Second, as for WLS-TV’s argument that two other employees were not rehired when their positions were eliminated ... those employees were not newsroom employees. WLS-TV has admitted that since January 1,1981, Oxman has been the only employee among reporters, writer-pro ducers or newsroom management fired because of station reorganization or the closing of a department, bureau, or other subdivision. Thus, despite WLS-TV’s admitted four million dollar deficit and its desire to cut costs, Oxman stands alone as the only qualified newsrоom employee terminated because of reorganization.
Oxman II,
We therefore hold that Oxman has proffered enough evidence to create a genuine issue of material fact that WLS-TV’s proffered reasons for terminating him were pretextual, and reverse the district court’s grant of summary judgment to WLS-TV.
Reversed and Remanded.
Notes
. Oxman, in his initial complaint, also alleged racial and religious discrimination and sought to bring the action on behalf of a class.
See Oxman v. WLS-TV,
. Because
McDonnell Douglas
involved a claim of discriminatory
hiring,
this second factor originally required that the plaintiff was qualified for the job. However, the more appropriate conсern in a discharge case is job performance, into which the question of qualifications merges. We therefore have modified the original
McDonnell Douglas
test in discharge cases brought under the ADEA,
see Kephart v. Institute of Gas Technology,
. Also, in another case similar to this one,
Parker v. Federal Nat'l Mortgage Ass’n,
