• Phased Retirement Programs as Part of an Age-Friendly Business Strategy, Benefits Law Journal (forthcoming,Winter 2018)
  • Revisiting the CLASS Act: LTC as an Employee Benefit, Benefits Quarterly, International Foundation of EmployeeBenefit Plans, Vol. 34, No. 3, (2018)
  • Employers Should Consider a Single Plan Document With Pension Benefits and Employee Salary Deferrals,Securing Future Retirements Essay Collection, Society of Actuaries (2018), available athttps://www.soa.org/essays-monographs/2018-securing-future-retirements/
  • PBGC Premiums: A Necessary Overhead Cost for Defined Benefit Plan Sponsors That Should Be Minimized, TheBenefits Law Journal, Vol. 30, No. 2, p. 16 (2017)
  • Time to Ditch the Three-Legged Stool Analogy for Retirement and Replace it with a Two-Picture Analogy: AMailbox and a Piggy Bank, Financial Wellness Essay Collection, Society of Actuaries (2017), available athttps://www.soa.org/News-and-Publications/Publications/Essays/2017-financial-wellness-essay-collection.aspx
  • Over the Years, Insurance has Become an Important Employee Benefit, Tax Management CompensationPlanning Journal, Vol. 45, No. 5, p. 152 (2017)
  • Qualified Retirement Planning Services to Your Clients: A New Fringe Benefit for Their Employees and a NewProfit Center for You, The Benefits Law Journal, Vol. 29, No. 4, p. 56 (2016)
  • The Forgotten Rule of Professional Conduct – Representing a Client With Diminished Capacity, Creighton LawReview, Vol. 49, p. 827 (2016)
  • ERISA Benefit Statements of the Future: the Need to Explain the Cost of Retirement, Including Out-of- PocketMedical and Long-Term Care Expenses, Journal of Pension Planning & Compliance, vol. 39, p. 1 (2014)
  • How Plan Administrators Should Assess and React to a Plan Participant With Diminished Mental Capacity, Benefits Law Journal, vol. 26, no. 4, p. 12 (2013)
  • White Paper: How Congress Can Amend the Code To Make Target Benefit Plans More Attractive to Employers, 2011 NYU Review of Employee Benefits and Executive Compensation (2011)
  • Teaching On-Line Has Been a Great Experience for Me (Hopefully for My Students as Well), The Law Teacher, Vol. 18, p. 34 (Fall 2011)
  • Civil Unions in Illinois: Issues That Illinois Attorneys Should Consider, The Chicago Bar Record (April 2011)
  • 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, 2010 NYU Review of Employee Benefits and Executive Compensation (Employee Benefits Symposium chapter) (2010)
  • A Review of Cash Balance Plan Backloading and Whipsaw Litigation, 2010 NYU Review of Employee Benefits and Executive Compensation (2010)
  • Illinois Gets a Grade of ‘Zero’ for Pension Plans Funding, The Chicago Daily Law Bulletin (Mar. 5, 2010)
  • The Trillion Dollar Gap: Underfunded State Retirement Systems and the Road to Reform (provided commentary and quoted), Pew Center on the States (2010)
  • The Funding of Public Sector Pension Plans: Are They Truly in Crisis Mode?, The Benefits Law Journal, Vol. 21, No. 4, p. 23 (Winter 2008)
  • Reporting and Disclosure Issues with Small Employer Employee Benefit Plans, BNA Tax & Accounting, Insights and Commentary (August 2008)
  • Current Initiatives by IRS to Assist Small Employers that Adopt Pre-Approved Qualified Retirement Plan Documents, BNA Tax & Accounting, Insights and Commentary (October 2008)
  • Clarifying Qualification Requirements for Eligible Government Plans: IRS Increases Education, Compliance Efforts, CCH Pension Plan Guide, Benefit Practice Portfolios (July 2008)
  • Sections 415 and 401(a)(17) Harmonized: Bad News for Qualified Retirement Plans, But Potentially Good News for Nonqualified Excess Benefit Plans, BNA Tax Planning and Compensation Journal (Dec. 7, 2007)
  • Communicating Benefits Promised: Best Practices for Meeting ERISA's Disclosure Requirements, CCH Pension Plan Guide, Benefit Practice Portfolios (July 2007)
  • Are Cash Balance Arrangements Age Discriminatory? The Seventh Circuit and Congress Say No, But Questions Remain, The Journal of Pension Benefits, Vol. 14, p.11 (Winter 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), The ASPPA Journal (Spring 2007)
  • 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, Employee Benefits and Executive Compensation: Proceedings of New York University's 59th Annual Conference on Labor (2006)
  • The Final Word on the Disclosure of Relative Values, The ASPPA Journal (September/October 2006)
  • The New Rules for Nonqualified Deferred Compensation Plans, The ASPPA Journal (March/April 2005)
  • Revisiting the Reasonableness of Actuarial Assumptions in Defined Benefit Plans After EGTRRA and its Resulting Treasury Regulations, Tax Management Compensation Planning Journal, Vol. 33, No. 3, p. 90 (March 2005)
  • Cash Balance Plans: An Integral Part of the Defined Benefit Plan Renaissance, 37 J. Marshall L. Rev. 753 (2004, Employee Benefits Law Symposium edition)
  • Cash Balance Plans: Still a Good Program if We Look to the Logic From Eaton and BankBoston Rather than from IBM, The Journal of Pension Benefits, Vol. 11, p. 29 (Dec. 2004)
  • How Plan Administrators Need to Review Qualified Domestic Relations Orders (QDROs), The ASPA Journal (November/December 2002)
  • At the Crossroads: the Intersection of Pregnancy Tests, a Deceased Baby and Medical Privacy Rights, The CBA Record (September 2002)
  • The New Required Minimum Distribution Rules - Simpler Than the Old Rules, But Still Not Simple, The Carolina Business Journal (July 2002)
  • Re-employment and Other Rights of Employees Who Go On Uniformed Service Leave Under USERRA, The CBA Record (November 2001)
  • Proper Beneficiary Designations Under the New Required Minimum Distribution Regulations, The Pension Actuary ASPA Journal (March/April 2001)
  • The Carrabba Court is the Latest to Deem a ‘Top-Hat’ Plan an ERISA Plan, The Journal of Deferred Compensation, Vol. 5, p. 31 (Winter 2001)
  • Expanded IRA Planning Opportunities After the Tax Reform Act of 1997, The Journal of Taxation of Investments (Spring 1988)

CV - Published Articles

     

Click here to print Barry's full CV (17 page pdf document)