Professional Experience

 

CURRENT

 

Consultant (2017 to present)
October Three Consulting, LLC
www.octoberthree.com

  • My primary responsibility is to develop a practice area, where we will deliver financial literacy and retirement planning education materials and services
  • I also add expertise in their ERISA Compliance, Dispute Resolution, and Benefits Communications practices

 

President (2015 to present)
Retirement HELP, Inc., Chicago, IL 
www.retirementhelp.consulting

 

 

Attorney (2015 to present)
Law Offices of Barry Kozak, Chicago, IL 
www.barrykozak.com

  

PRIOR

 

Director of Elder Law Programs (2010 - 2015) 
Associate Director of the graduate Tax Law programs (2005 - 2007) 
Associate Director of the graduate Employee Benefits programs (part time 2001 - 2005, then full time 2005 - 2010) 
The John Marshall Law School, Chicago, IL

  • Developed, Organized and Moderated the 21st Belle R. & Joseph H. Braun Memorial Symposium, "2014 International Elder Law and Policy Conference" (July 10-11, 2014)
  • Assisted in the school's preparation and presentation of accreditation review by the The Higher Learning Commission of the North Central Association of Colleges and Schools (2013-2014)
  • Traveled to China and meets with the administration and faculty of the East China University of Political Science and Law, Shanghai, four times to discuss the emerging field of forensic gerontology, and how they can add classes to their curriculum that address aging  populations within China and elsewhere in the world (2011 - 2015)
  • Served on the faculty's Orientation Committee, and presents at the 2L Re-Orientation program, at open houses, and at admitted students receptions (2009 - 2015)
  • Served on the law school's special ad hoc committee on distance education (2008 - 2015)
  • Served as faculty coach for the team of J.D. and LLM students representing the school at the Law Student Tax Challenge, hosted by the American Bar Association Section of Taxation (2007 - 2012)
  • Assisted with the school's internal Law Practice Management symposia or classes (2003- 2015)
  • Served on the law school's special ad hoc committee on classroom and library technology (2007 - 2014)
  • 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 (2003 - 2009)
  • Assisted with the school's bar preparation skills workshop (2003 - 2005)
  • Served as faculty coach for the team of students representing the school at the Mugel Tax Law Moot Court Competition, hosted by the University of Buffalo Law School (2002 - 2011, and 2015)
  • Served as a judge for each semester's inter-scholastic Herzog moot court competition (2001 - 2015)
  • Served as faculty advisor for independent research papers for JD, LLM and MS students (2001 - 2015)

  

Technical Education Consultant (part time 2005 - 2006)
The American Society of Pension Professionals and Actuaries, Arlington, VA, through the University of Michigan Retirement Research Center, Ann Arbor, MI 

  • The American Society of Pension Professionals and Actuaries had just decided to a new professional designation, the Qualified 401(k) Administrator ("QKA"), and I was in charge of writng the initial bank of exam questions for one of the two new exams (the Retirement Plan Fundamentals Part 2 (RPF-2), which covers 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 (part time 2005)
Donald Delves

  • Helped Mr. Delves research and edit his Treatise - ACCOUNTING FOR COMPENSATION ARRANGEMENTS, Specialty Technical Publishers 

  

Legal Consultant (part time 2001 - 2005)
Chicago Consulting Actuaries (now part of Aon Hewitt), Chicago, IL 

  • Helped to educate the internal consultants and actuaries about the legal issues affecting their clients' retirement plans, health plans, and other employee benefits plans
  • Assisted in research and dissemination of information to clients and to the professional community

  

Associate Attorney (2000 - 2001)
Bell, Boyd & Lloyd, LLC (now part of K&L Gates), Chicago, IL 

  • Worked exclusively in the Employee Benefits and Executive Compensation Group, which was part of their larger Tax Law group
  • Researched issues for clients, and drafted documents for clients' retirement benefit plans, health and welfare benefit plans, and other employee benefit plans and programs
  • performed due diligence of employee benefits issues for client's involved in mergers, acquisitions, and business sales

 

Law Student Employee Benefits Law Clerk (part time 1998 - 2000)
Laner Muchin Dombrow Becker Levin Tominberg, Ltd., Chicago, IL 

 

Law Student Summer Intern (part time 1998)
State Private Funds Supervision, Budapest, Hungary 

  • While studying abroad through the Santa Clara University School of Law program, I interned in the main pension and Social Security regulatory agency at a time when the now-independent nation of Hungary was harmonizing all relevant domestic laws for admittance into the European Union

 

Law Student Legal Research Assistant (part time 1997 - 1998)
Schiller Ducanato & Fleck, Chicago, IL 

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

 

Law Student Federal Income Tax Clerk (part time 1997 - 2000)
Gilson Labus and Silverman CPAs, Chicago, IL

 

Senior Administrative Manager and Actuary (1994 - 1996)
Consulting Actuaries International Inc., New York, NY 

 

Director of Actuarial Services (1993 - 1994)
Belcor Pension Consultants, New York, NY 

 

Retirement Plan Consultant (1990 - 1993)
Pay Plans Corp., New York, NY 

 

Senior Pension Administrator and Consultant (1988 - 1990)
The Ibex Group, New York, NY 

 

Pension Consultant (1987 - 1988)
Improved Funding Techniques, Inc., Lynbrook, NY