CV - Published Articles

     

NYU Review of Employee Benefits and Executive Compensation                                           2019

     “An Analysis of the Market Return Cash Balance Pension Plan in the Current Economic
       Environment”

          Forthcoming

 

Benefits Law Journal                                                                                                             2018

“Phased Retirement Programs as Part of an Age-Friendly Business Strategy”

Vol. 31, No. 4

 

Benefits Quarterly (through International Foundation of Employee Benefit Plans)               2018

“Revisiting the CLASS Act: LTC as an Employee Benefit”

Vol. 34, No. 3

 

Society of Actuaries                                                                                                                2018

“Employers Should Consider a Single Plan Document with Pension Benefits and Employee Salary Deferrals”

Securing Future Retirements Essay Collection on the soa.org website                                                           

The Benefits Law Journal                                                                                                       2017

“PBGC Premiums: A Necessary Overhead Cost for Defined Benefit Plan Sponsors That Should Be Minimized”

Vol. 30, No. 2, p. 16                                                                                                                                             

Society of Actuaries                                                                                                               2017

“Time to Ditch the Three-Legged Stool Analogy for Retirement and Replace it with a Two-Picture Analogy: A Mailbox and a Piggy Bank”

Financial Wellness Essay Collection on the soa.org website                                                 

 

Tax Management Compensation Planning Journal                                                                2017

“Over the Years, Insurance has Become an Important Employee Benefit”

Vol. 45, No. 5, p. 152

 

The Benefits Law Journal                                                                                                      2016

“Qualified Retirement Planning Services to Your Clients: A New Fringe Benefit for Their Employees and a New Profit Center for You”

Vol. 29, No. 4, p. 56

 

Creighton Law Review                                                                                                           2016

“The Forgotten Rule of Professional Conduct – Representing a Client with Diminished Capacity”

Vol. 49, p. 827

 

Journal of Pension Planning & Compliance                                                                           2014

“ERISA Benefit Statements of the Future: The Need to Explain the Cost of Retirement, Including Out-of- Pocket Medical and Long-Term Care Expenses”

Vol. 39, p. 1

 

Benefits Law Journal                                                                                                             2013

“How Plan Administrators Should Assess and React to a Plan Participant with Diminished Mental Capacity”

Vol. 26, No. 4, p. 12

 

NYU Review of Employee Benefits and Executive Compensation                                            2011

“White Paper: How Congress Can Amend the Code to Make Target Benefit Plans More Attractive to Employers”

 

The Law Teacher                                                                                                                    2011

“Teaching On-Line Has Been a Great Experience for Me (Hopefully for My Students as Well)”

Vol. 18, No. 3, p. 34

 

The Chicago Bar Record                                                                                                          2011

“Civil Unions in Illinois: Issues That Illinois Attorneys Should Consider”

April edition

 

NYU Review of Employee Benefits and Executive Compensation                                           2010

“Domestic Partnership and Same-Sex Spouse Issues with Employer Provided Health Benefits: The Intersection of Federal Income Tax Principles with Individual State Income Tax Regimes”

And

“A Review of Cash Balance Plan Backloading and Whipsaw Litigation”

 

The Chicago Daily Law Bulletin                                                                                             2010

“Illinois Gets a Grade of ‘Zero’ for Pension Plans Funding”

March 5 edition

 

The Benefits Law Journal                                                                                                      2008

“The Funding of Public Sector Pension Plans: Are They Truly in Crisis Mode?”

Vol. 21, No. 4, p. 23

 

BNA Tax & Accounting, Insights and Commentary                                                               2008

“Current Initiatives by IRS to Assist Small Employers that Adopt Pre-Approved Qualified Retirement Plan Documents”

October edition

 

BNA Tax & Accounting, Insights and Commentary                                                               2008

“Reporting and Disclosure Issues with Small Employer Employee Benefit Plans”

August edition

 

CCH Pension Plan Guide, Benefit Practice Portfolios                                                             2008

“Clarifying Qualification Requirements for Eligible Government Plans: IRS Increases Education and Compliance Efforts”

July edition

 

BNA Tax Planning and Compensation Journal                                                                      2007

“Sections 415 and 401(a)(17) Harmonized: Bad News for Qualified Retirement Plans, But Potentially Good News for Nonqualified Excess Benefit Plans”

December edition

 

CCH Pension Plan Guide, Benefit Practice Portfolios                                                             2007

“Communicating Benefits Promised: Best Practices for Meeting ERISA's Disclosure Requirements”

July edition

 

The Journal of Pension Benefits                                                                                            2007

“Are Cash Balance Arrangements Age Discriminatory? The Seventh Circuit and Congress Say No, But Questions Remain”

Vol. 14, p.11

 

The ASPPA Journal                                                                                                                2007

“The Elimination of Redundant, Non-Core, and Under-Utilized Optional Forms of Benefits. The Definition of Early Retirement Benefits and Retirement-Type Subsidies. What Does It All Mean? – An analysis of Treasury Regulations Published Under IRC §411(d)(6)”

Spring edition

 

Employee Benefits and Executive Compensation:
Proceedings of New York University's 59th Annual Conference on Labor                            2006

“Much Ado About the Meaning of ‘Benefit Accrual’: The Issue of Age Discrimination In Hybrid Cash Balance Plan Qualification Is Dying But Not Yet Dead”

 

The ASPPA Journal                                                                                                               2006

“The Final Word on the Disclosure of Relative Values”

September/October edition

 

The ASPPA Journal                                                                                                               2005

“The New Rules for Nonqualified Deferred Compensation Plans”

March/April edition

 

Tax Management Compensation Planning Journal                                                               2005

“Revisiting the Reasonableness of Actuarial Assumptions in Defined Benefit Plans After EGTRRA and its Resulting Treasury Regulations”

Vol. 33, No. 3, p. 90

 

The John Marshall Law Review, Employee Benefits Law Symposium edition                       2004

“Cash Balance Plans: An Integral Part of the Defined Benefit Plan Renaissance”

Vol. 37, p. 753

 

The Journal of Pension Benefits                                                                                            2004

“Cash Balance Plans: Still a Good Program if We Look to the Logic from Eaton and BankBoston Rather than from IBM”

Vol. 11, p. 29

 

The ASPA Journal                                                                                                                 2002

“How Plan Administrators Need to Review Qualified Domestic Relations Orders (QDROs)”

November/December edition

 

The CBA Record                                                                                                                    2002

“At the Crossroads: The Intersection of Pregnancy Tests, a Deceased Baby and Medical Privacy Rights”

September edition

 

The Carolina Business Journal                                                                                              2002

“The New Required Minimum Distribution Rules - Simpler Than the Old Rules, But Still Not Simple”

July edition

 

The CBA Record                                                                                                                     2001

“Re-employment and Other Rights of Employees Who Go on Uniformed Service Leave Under USERRA”

November edition

                                                                                                                                               

Click here to print Barry's full Curriculum Vitae (27 page pdf document)