Barry Kozak

Consultant (Chicago)

Barry Kozak is a nationally recognized expert on retirement, ageing, end-of-life, and estate planning issues, and is a passionate and effective educator and advocate. At October Three, Barry is focused on developing financial literacy and retirement planning education and planning services, and is a part of our Compliance and Dispute Resolution practice. He joined October Three with an enthusiasm to help educate plan participants with valuable and relevant information regarding planning for retirement and old age.

After graduating with a BS degree (in Applied Statistics) from the State University of New York at Albany, Barry began his career as a pension consultant at various smaller actuarial firms in New York, and earned his Enrolled Actuary (EA) and Chartered Financial Consultant (ChFC). Barry earned his law degree and a Masters of Law degree (LLM in Employee Benefits law) from The John Marshall Law School in Chicago. He spent his early years practicing law as an ERISA attorney in a large Chicago law firm and then as a legal consultant at CCA Strategies. Barry began teaching full time at The John Marshall Law School where he developed and served as the Director of its JD Certificate program in Elder Law. Along the way, he earned a Masters Degree (with a concentration in Taxation and Public Finance) from the University of Chicago Harris School of Public Policy Studies, and was invited as a visiting lecturer at East China University of Political Science and Law in Shanghai, China. He continues to hold academic appointments at The John Marshall Law School, where he teaches Estate Planning classes, and at Loyola University Chicago School of Law, where he teaches Elder Law classes, where he was named a Distinguished Scholar in Residence for 2017.

Barry is a proficient scholar on employee benefits and Elder Law. He has authored law school textbooks on Employee Benefit Plans a Bloomberg BNA Tax Management Portfolio treatise on Employee Benefits Plans and Issues for Small Employers, and scores of articles in academic and peer-reviewed journals. Barry is a sought-out speaker at many conferences, and has presented papers at the 2002 International Congress of Actuaries and at the 2014 World Congress of Adult Guardianship, and has been invited several times to teach and train Employee Plans agents of the Internal Revenue Service. Barry holds leadership positions at the Society of Financial Services Professionals, the Retirement Income Industry Association, the Chicago Sister Cities International Social Services Exchange (Shanghai) committee, and the Task Force to the Elder Law and Miscellaneous Remedies Division of the Circuit Court of Cook County.

In his off time, Barry plays drums and percussion with the Chicago Bar Association’s Orchestra and Scales of Justice small jazz combo.

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