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October Three Consulting, Chicago, IL Consultant | 2017 - present
Assists with the communications and regulatory compliance issues regarding the design and administration of market rate cash balance pension plans and other traditional pension plans.
Hired to develop a new practice area to provide age-friendly business consulting services to organizations, such as phased retirement programs, retirement readiness education, support programs for employees who are caregivers for aging parents, and strategies to mitigate and eliminate incidences of ageism within the organization.
The Law Offices of Barry Kozak, Chicago, IL Attorney | 2015 - 2017
Provided counsel to individuals and families about retirement, aging, end-of-life, and their estates.
The John Marshall Law School, Chicago, IL Professor, Director of the Elder Law programs | 2010 - 2015
Taught a variety of classes related to ERISA, income tax, estates & trusts and elder law.
Administrative duties focused on student success, academic integrity, and institutional governance.
Current Academic Appointments
Loyola University Chicago School of Law, Chicago, IL
"Elder Law” and “Financing an Aging Population” – elective classes in the J.D. curriculum.
The John Marshall Law School, Chicago, IL
"Estate Planning for Elderly Clients" and "Estate Planning with Qualified Retirement Plans" - on-line electives in the LL.M. in Estate Planning program.
Excellent written and oral communication skills
Time and project management proficiency
Attention to details
Works well in a team environment, as a contributor or as a leader
Thrives in a diverse organization
The University of Chicago Harris School of Public Policy Studies, Chicago, IL Masters of Public Policy (M.P.P.) in Public Finance and Taxation | 2009
The John Marshall Law School, Chicago, IL Juris Doctorate (J.D.) | 2000 Masters of Legal Letters (LL.M.) in Employee Benefits Law | 2000
Examples of Leadership
The Elder Law and Miscellaneous Remedies Division of the Circuit Court of Cook County Member of the initial Advisory Committee | 2010 - 2012 Member of the Task Force | 2012 - present
Helped research and make recommendations for the nation's first official court division and associated Elder Justice help center designed to address the special needs that vulnerable older adults face when dealing with litigation issues.
Chicago Sister Cities Social Services Exchange with Shanghai, PRC Committee Co-Chair and Delegation Leader | 2013 - present
We hosted three delegations from Shanghai and led two Chicago delegations to Shanghai as a way for each city to learn how the other provides social, legal and financial supports for their aging populations.
The Chicago Bar Association Member of its Board of Managers | 2009 - 2011
After chairing several substantive committees and serving in other leadership roles, was invited to participate in the association's governing body.
Examples of Scholarship
Authored Kozak, “Employee Benefit Plans," a textbook published by Carolina Academic Press (2010).
Authored Kozak, “Employee Benefit Plans and Issues for Small Employers," a tax management portfolio in the Compensation Planning series published by Bloomberg BNA (2010).
Authored Kozak, “The Forgotten Rule of Professional Conduct - Representing a Client With Diminished Capacity,” Creighton Law Review, Vol. 49, p. 827 (2016).
Presented “How Judges Can Adjudicate Limited Guardianship” as a member of the Judicial Standards panel, 3rd World Congress on Adult Guardianship (May 29, 2014, Arlington, VA).
Presented “Elder Abuse in the USA” at the Jiawang People's District Court to its elder law judges (May 23, 2013, Xuzhou, China).
Presented “Financing Retirement in the USA” at the East China University of Political Science and Law to its faculty and students (May 21, 2013, Shanghai, China).
Presented “Global Aging Populations: Issues and Solutions,” as a panelist during the plenary session, Annual [Illinois] Governor's Conference on Aging and Disability (Dec. 11, 2013, Chicago, IL).
Invited to testify on “The Time Horizon to Fund a Public Sector Pension Plan: Determination By Comparing Projected Pension Promises Growth to Projected Tax Base Growth,” in front of The American Academy of Actuaries Public Forum on Public Pension Disclosures (Sept. 4, 2008, Washington, DC).