Barry Kozak

Barry Kozak has enjoyed a career as an attorney, law school professor, actuary and pension consultant. However, in order to effectively educate people about retiring with wealth, health, happiness, and purpose, he has opened Retirement HELP, Inc.
Barry is an attorney, and has earned his Enrolled Actuary, Chartered Financial Consultant, Retirement Income Certified Professional, Certified Pension Consultant and Registered Representative professional designations. Barry has been awarded the following degrees: MPP (Public Finance and Tax) from University of Chicago Harris School of Public Policy (2009); JD and LLM (Employee Benefits) from The John Marshall Law School in Chicago (2000); and BS (Applied Statistics) from The University at Albany, SUNY (1994).
Barry is a member of various professional organizations, and currently serves on the Board of Directors for the Greater Chicago chapter of the Society for Financial Service Professionals.
Barry has:
  • Authored “Employee Benefit Plans” (a textbook) and “Employee Benefit Plans and Issues for Small Employers” (a portfolio for Bloomberg BNA Tax Management Compensation Planning Series), in addition to numerous published academic articles
  • Been invited on numerous occasions by senior IRS management to train their Employee Plans Agents and as faculty for various JCEB and ABA national institutes on ERISA pension, health and welfare plans
  • Drafted the initial learning objectives and bank of questions for a professional designation exam throught the American Society of Pension Professionals and Actuaries
  • Taught various employee benefits law, income tax, estate planning and elder law classes at The John Marshall Law School in Chicago, Loyola University Chicago School of Law, DePaul University College of Law in Chicago, and East China University of Political Science and Law in Shanghai, China (notably, he developed and served as the Director of an Elder Law JD Certificate program at John Marshall; was named as Distinguished Scholar in Residence in elder law and financial gerontology at Loyola; and served as the American Director of the joint Sino-American Research Center for an Aging Population)
  • Presented various research at the 3rd World Congress of Adult Guardianship, the annual meeting of the American Society on Aging, several annual [Illinois] Governor's SUmmit on Aging, as well as numerous other international, national and regional programs.

Please click here to view or print Barry's complete Curriculum Vitae.