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Barry Kozak is an Attorney, and has earned Enrolled Actuary, Chartered Financial Consultant® and Retirement Income Certified Professional® designations.  

He has received a Masters of Public Policy degree from University of Chicago Harris School, a Masters of Legal Letters (LL.M.) in Employee Benefits and a Juris Doctor (J.D.) degree from The John Marshall Law School in Chicago, and a Bachelors of Science in Applied Statistics from State University of New York at Albany.

Some of his career highlights include:

  • Author of "Employee Benefit Plans" (a textbook) and "Employee Benefit Plans and Issues for Small Employers" (a portfolio for Bloomberg BNA Tax Management Compensation Planning Series);
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  • Invited on numerous occasions by senior IRS management to train their Employee Plans agents
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  • Invited as faculty for various JCEB and ABA national institutes on ERISA pension, health and welfare plans;
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  • Drafted the initial learning objectives and bank of questions for a professional designation exam (the Retirement Plan Fundamentals Part 2 (RPF-2), which is a required course to receive their Qualified 401(k) Administrator ("QKA") designation offered through the American Society of Pension Professionals and Actuaries);
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  • Taught various employee benefits law, income tax, estate planning, and elder law classes at The John Marshall Law School (Chicago), Loyola University Chicago School of Law, DePaul University College of Law (Chicago), and East China University of Political Science and Law (Shanghai, China).
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Please visit www.barrykozak.com to view or print his full Curriculum Vitae.