CV - Professional Experience 

     

Employee Benefits Educator and Consultant (and Sole proprietor) 2019 - present

Retirement HELP, Inc., Chicago, Illinois (click here for website)

Retirement HELP is a consulting firm that provides an expertise in employee benefits issues and communications to small businesses, financial service professionals, and professional associations

Help small employers implement employee benefit programs as their businesses grow

Help communicate employee benefits programs to clients’ employees and their beneficiaries

 

ERISA Regulatory Consultant, 2018 - 2019

Aging Workforce Management Consultant, 2017 - 2019

October Three Actuarial Consultants LLC, Chicago, Illinois

October Three consults, designs and administers retirement programs for businesses, with a focus on traditional pension plans and market return cash balance plans

Assisted clients with technical issues with their traditional and cash balance pension plans

Educated colleagues about non-pension issues (such as health, disability and long-term care insurance)

Assisted in marketing, communicating, administering, and ensuring the legal compliance of our client’s market return cash balance pension plans.

Added information about the financial, legal, health and practical issues individuals face after retirement onto our benefit communication portal for the participants of our client’s pension plans.

Created an internal onboarding summary document which communicates our internal employee benefit programs available to new employees.

Developed the content and market strategy for age-friendly management consulting services

Provided age-friendly workforce consulting services and education to our pension plan clients, such as: phased retirement programs; financial wellness and retirement readiness education; support services for employees who are caregivers for aging parents and siblings; including “age” in diversity statements and mitigating ageism within the workforce; and, making their business environment and products attractive to older clients and customers

 

Elder and Estate Planning Attorney, 2015 – 2017                     

Law Offices of Barry Kozak, Chicago, Illinois

The Law Offices of Barry Kozak provided elder law and estate planning counsel to individuals and families

Attracted clients through synergistic relationships with financial service professionals

Managed all aspects of a client relationship and proactively communicated with them

Assisted families in discovering and memorializing their end-of-life and legacy goals

Developed synergistic relationships with various financial services professionals to help them to educate their clients

 

Director of the Elder Law Program, 2010 – 2015

Associate Director of the Graduate Tax Law and Employee Benefits Programs, 2001 – 2005 (part-time), 2005 – 2010

Professor and Adjunct Member of the Faculty, 2000 – 2015 (part-time)

The John Marshall Law School, Chicago, Illinois

The John Marshall Law School is fully accredited independent law school that offers JD and several LLM degrees to law students and several MJ graduate degrees to non-attorney professionals.  In 2019, the school will become a public law school as part of the University of Illinois at Chicago

Hired and monitored numerous adjunct professors and developed strong Boards of Directors

Adjusted normal operations and special events as institutional budgets demanded

Adopted mind mapping software to support my mentorship of student progress and goals

Developed the JD Certificate program in Elder Law and managed all administrative aspects of the program including hiring adjunct professors and monitoring students’ academic performance

Ensured academic excellence in each class by hiring and managing the cadre of adjunct professors teaching classes and counselling students enrolled in the program

Organized the "2014 International Elder Law and Policy Conference" where international scholars and experts convened to present research and debate human rights for older persons

Traveled to the East China University of Political Science and Law, Shanghai, several times to discuss the emerging field of forensic gerontology with their faculty, and was invited back to be a visiting professor in 2014

Served as the American Director of the Sino-American Research Center for an Aging Population (a joint collaboration between The John Marshall Law School, Chicago, and the East China University of Political Science and Law, Shanghai)

Assisted in the day to day operation and long term planning of two academic programs

Ensured academic excellence in each class by managing the cadre of adjunct professors teaching classes and counselling students enrolled in the programs

Organized major conferences and smaller career-oriented programs

Worked with a different student editor selected each semester to produce a substantive newsletter

Served as faculty advisor for independent research papers for JD, LLM and MS students

Served as faculty coach for the team of J.D. and LLM students representing the school at several Law Student Tax Challenges, hosted by the American Bar Association Section of Taxation

Developed and taught a variety of classes at the JD and LLM levels in the general areas of: Employee Benefits law, Tax law, Elder Law and Estate Planning, and general legal writing and research

Assisted in the school's preparation and presentation of accreditation review

Served on the faculty Orientation Committee, and ad hoc committees on distance education and classroom and library technology

Served as faculty coach for the "shadow team" of students at its International Information Technology and Privacy Law Moot Court competitions, and served on its planning committee

Assisted with the school's bar preparation skills workshops

Served as faculty coach for a variety of Moot Court or Negotiation teams at inter-scholastic competitions, but consistently

 

Technical Education Consultant, 2005 (part-time)                                                   

The American Society of Pension Professionals and Actuaries, Arlington, Virginia

The American Society of Pension Professionals & Actuaries (ASPPA) is part of the American Retirement Association, the premier non-profit national organization for retirement plan professionals in the industry. One of its major goals is to educate retirement plan professionals through a series of proctored and peer-reviewed examinations

Wrote the initial learning objectives and bank of exam questions for one of the organization’s new exams (the Retirement Plan Fundamentals Part 2 (RPF-2), which is a required course to receive their Qualified 401(k) Administrator ("QKA") designation.  Topics for this exam include: plan administration, including census collection, benefit allocations and coverage and nondiscrimination testing, daily valuation recordkeeping, appropriate investments for daily valuation plans, fiduciary considerations including investment fees and revenue sharing, the processes involved in daily valuation recordkeeping, mutual fund trading and ethics concerning trading errors, and plan mergers and terminations

  

Technical Assistant, 2005 (part-time)                                                                                      

Freelance Independent Contractor, Chicago, Illinois

Donald Delves (now Executive Compensation practice leader for North America at Willis Towers Watson) is an expert in the accounting aspect of executive compensation, and was asked to author a book published by Specialty Technical Publishers titled “Accounting For Compensation Arrangements”

Assisted Don Delves, a colleague, in researching and understanding the new rules promulgated by the Financial Accounting Standards Board, and helped edit his manuscripts before he submitted them

   

Legal Consultant, 2001 - 2005 (part-time)

CCA Strategies, Chicago, Illinois

CCA Strategies, which is now part of Aon Hewitt, was a national pension consulting and actuarial administration firm

Assisted clients with technical issues about their pension plans

Educated colleagues about the ever-changing landscape of ERISA governance of benefit plans

Cultivated public data to help develop strategic and proprietary best practices

 

ERISA Associate Attorney, 2000 - 2001

Bell, Boyd & Lloyd, LLC, Chicago, Illinois

Bell, Boyd & Lloyd, which is now part of K&L Gates, was a regional law firm that specialized in business planning.

Assisted clients with all of their pension, health, executive compensation, and insurance programs

Supervised several junior and summer associates

Reviewed RFPs and negotiated contracts with vendors on behalf of clients

Worked exclusively in the Employee Benefits and Executive Compensation Group, which was part of their larger Tax Law group

Researched issues and drafted documents for clients' retirement benefit plans, health and welfare benefit plans, and other employee benefit plans and programs, and performed due diligence of employee benefits issues for business transactions, such as  mergers and acquisitions.issues for clients, and drafted documents for clients' retirement benefit plans, health and welfare benefit plans, and other employee benefit plans and programs

 

Employee Benefits Law Clerk, 1998 - 2000 (part-time, while attending law school)

Laner Muchin Dombrow Becker Levin Tominberg, Ltd., Chicago, Illinois

Laner Muchin is a regional law firm that specializes in labor and employment law

Provided research support for attorneys in the ERISA and Employee Benefits group

  

Summer Intern, 1998 (as part of a summer study abroad program)

Ministry of Social Security, State Private Funds Supervision, Budapest, Hungary

The Ministry, among other duties, approves all private investment funds that applied to maintain pension accounts for Hungarian citizens.

Communicated major features of the United States Social Security system.

Helped in crafting laws and regulations that would ultimately harmonize all relevant domestic Hungarian laws regarding Social Security and pensions in anticipation of the country’s admittance into the European Union.

 

Legal Research Assistant, 1997 - 1998 (part-time, while attending law school)

Schiller Ducanto & Fleck, Chicago, Illinois

SDF is a regional law firm that specializes in family law

Assisted several attorneys in researching, writing and editing chapters of a book on the income taxation and employee benefits issues with divorce

 

Federal Income Tax Planning Clerk, 1997 - 2000 (part-time, while attending law school)

Gilson Labus and Silverman CPAs, Chicago, Illinois

Gilson Labus Silverman is a regional accounting firm that provides business tax planning

Assisted in the preparation of income tax returns for individuals and businesses

Provided research for tax advisory projects and inquiries

  

Senior Administrative Manager, Consultant and Actuary, 1994 - 1996

Consulting Actuaries International Inc., New York, New York

CAI, now based in Fairfield, New Jersey, is a regional pension consulting and actuarial administration firm

Managed 3 associates, and the annual operation of about 150 pension plans

Participated on the new business development team

  

Director of Actuarial Services, 1993 - 1994

Belcor Pension Consultants, New York, New York

Belcor, now inactive, was a regional pension consulting and actuarial administration firm

Acted as the liaison between the firm’s clients' pension plans and an external actuary on all consulting, design and administration issues

Managed 2 associates, and the annual operation of about 100 pension plans

Accompanied CEO on many new business meetings

 

Retirement Plan Consultant and Pension Plan Administrator, 1990 - 1993

Pay Plans Corp., New York, New York

Pay Plans, now based in Greenlawn, New York, is a regional pension consulting and actuarial administration firm

Acted as the quality control review for the administration of all plans

Researched issues and discussed directly with clients

Worked closely with the business owner to develop uniquely tailored plans for business clients, especially as the new world of nondiscrimination testing was being introduced

 

Senior Pension Administrator and Consultant, 1998 - 1990

The Ibex Group, New York, New York

Ibex, now inactive, was a regional pension consulting and actuarial administration firm

Administered all aspects of pension plans

Served as the lead trainer for all new junior associates

  

Pension Plan Administrator and Consultant, 1987 - 1988

Improved Funding Techniques, Inc., Lynbrook, New York

IFTI is a regional pension consulting and actuarial administration firm

Assisted in the general administration and communication of defined benefit pension plans

Received great training in the mechanics of pension plan and how they further a client’s business goals

Recognized that technical issues needed to be communicated to clients in simple terms

Click here to print Barry's full Curriculum Vitae (29 page pdf document)