CV - Published Articles



NYU Review of Employee Benefits and Executive Compensation                                          

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





Benefits Law Journal                                                                                                            

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

Vol. 31, No. 4


Benefits Quarterly (through International Foundation of Employee Benefit Plans)              

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

Vol. 34, No. 3


Society of Actuaries                                                                                                               

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

Securing Future Retirements Essay Collection on the website                                                           


The Benefits Law Journal                                                                                                      

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

Vol. 30, No. 2, p. 16                                                                                                                                             

Society of Actuaries                                                                                                              

“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 website                                                 


Tax Management Compensation Planning Journal                                                               

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

Vol. 45, No. 5, p. 152



The Benefits Law Journal                                                                                                     

“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                                                                                                          

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

Vol. 49, p. 827



Journal of Pension Planning & Compliance                                                                          

“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                                                                                                            

“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                                           

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


The Law Teacher                                                                                                                   

“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                                                                                                         

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

April edition



NYU Review of Employee Benefits and Executive Compensation                                          

“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”


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


The Chicago Daily Law Bulletin                                                                                            

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

March 5 edition



The Benefits Law Journal                                                                                                     

“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                                                              

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

October edition


BNA Tax & Accounting, Insights and Commentary                                                              

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

August edition


CCH Pension Plan Guide, Benefit Practice Portfolios                                                            

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

July edition



BNA Tax Planning and Compensation Journal                                                                     

“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                                                            

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

July edition


The Journal of Pension Benefits                                                                                           

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

Vol. 14, p.11


The ASPPA Journal                                                                                                               

“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                           

“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                                                                                                              

“The Final Word on the Disclosure of Relative Values”

September/October edition



The ASPPA Journal                                                                                                              

“The New Rules for Nonqualified Deferred Compensation Plans”

March/April edition


Tax Management Compensation Planning Journal                                                              

“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                      

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

Vol. 37, p. 753


The Journal of Pension Benefits                                                                                           

“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                                                                                                                

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

November/December edition


The CBA Record                                                                                                                   

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

September edition


The Carolina Business Journal                                                                                             

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

July edition



The CBA Record                                                                                                                   

“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 (29 page pdf document)