Quality Control Executive
Resume:
BARRY KOZAK
**** **** ****** ******, **** ***
Chicago, Illinois 60607
abo20c@r.postjobfree.com
Abridged Resume, current as of July 2011 - full CV available at www.barrykozak.com
CURRENT EMPLOYMENT
Director of Elder Law Studies, The John Marshall Law School, Chicago - 2010 to present I
have developed the overall curriculum
and individual class syllabi for the JD Certificate in Elder Law, and am in charge of all
aspects of quality control, growth, and operation.
Associate Director of Graduate Employee Benefits Programs, The John Marshall Law School,
Chicago - 2010 to present
I assist the Director in marketing and administering the LLM and MS degree programs in
Employee Benefits, and have direct review
over the performance of adjunct professors, mentor and advise the students, and maintain
contact with alums.
SELECTED TEACHING EXPERIENCE
Adjunct Professor, The John Marshall Law School, Chicago - 2000 to present
Survey of Retirement Plan Issues developed and taught 17 times
Survey of Retirement Plan Issues (on-line distance education version) developed and
taught 2 times (will teach Fall 2011)
Elder Law: Financial Planning and Other Aspects developed and taught 3 times (will
teach Fall 2011)
Elder Law: Introduction developed and taught 3 times
Elder Law: Preserving Dignity and Independence of the Elderly taught 2 times
Income Taxation taught 5 times
Taxation of Corporations, Corporate Transactions, and Shareholders taught 2 times
Compensation Law: Taxation and Other Legal Issues developed and taught 6 times
Tax and Employee Benefits Research developed and taught 2 times
Current Topics in Information Technology Law Workplace Privacy co-taught 2 times
Introduction to Legal Analysis co-taught 3 times
Substantive Law Overview co-taught 3 times
Sexual Orientation Law co-taught 2 times
Adjunct Professor, DePaul University College of Law, Chicago - 2010 to present
Employee Benefits Law taught 2 times
PROFESSIONAL DESIGNATIONS
The University of Chicago Harris School of Public Policy Studies, Chicago - MPP (Public
Finance), 2009
The John Marshall Law School, Chicago - JD and LLM (Employee Benefits), 2000
The University at Albany (State University of New York), Albany - BS (Applied
Statistics), 2004 in absentia
SELECTED PRESENTATIONS
Certified Pension Consultant - The American Society of Pension Professionals and
Actuaries, 2001 (in good standing)
Attorney - Illinois ARDC, 2000 (in good standing)
Chartered Financial Consultant - The American College, 1996 (in good standing)
Enrolled Actuary - The Joint Board for the Enrollment of Actuaries, 1995 (in good
standing)
Registered Representative (Series 7 and 63) - NASD (now FINRA), 1995 (voluntarily
inactivated)
Life and Health Insurance Broker - New York State Department of Insurance, 1995
(voluntarily inactivated)
SELECTED LEADERSHIP POSITIONS (CURRENT)
American Association of Law Schools - Chair, Section on Employee Benefits; Chair-Elect,
Section on Aging Law
American Bar Association Real Property, Trust, and Estate Law Section - Vice-Chair, Long
Term Care, Medicaid and Special Needs
Trusts Committee of the Elder Law, Disability Planning and Bioethics Group
American Bar Association Section of Taxation - Vice-Chair, Membership and Marketing
Committee; appointed to the Section s Long-
Range Planning Committee
American Bar Association Section of Labor & Employment Law - Co-Chair, Welfare
Plans Technical and Statutory Regulations
Subcommittee of the Employment Benefits Committee
National Academy of Elder Law Attorneys - Student Articles Editor, The NAELA Journal;
member, Academic Committee
Elder Law and Miscellaneous Remedies Division of the Circuit Court of Cook County -
member, the planning workgroup of Hon.
Patricia Banks, Presiding Judge
BARRY KOZAK
1500 West Monroe Street, Unit 117
Chicago, Illinois 60607
abo20c@r.postjobfree.com
Scholarship Summary, current as of July 2011 - full CV available at www.barrykozak.com
CURRENT AREAS OF RESEARCH INTEREST
Using a target benefit approach to adequately fund individual account retirement plans
(awaiting reaction to my white paper);
The ethics for elder law attorneys in impoverishing middle-income clients through
Medicaid planning (almost complete);
Adequate retirement income for an aging population (almost complete; would like to
produce a text book in addition to an article);
A comparative look at elder law statutes and initiatives between China and the United
States (in progress with a co-author);
Funding and investment issues with public sector pension plans;
The availability of employee benefits to same-sex spouses, civil union spouses, and same-
sex domestic partners; and
The role of government in curbing excessive executive compensation practices
TEXT BOOKS AND TREATISES
Employee Benefit Plans, Carolina Press (2010), Textbook and Teachers Manual
Employee Benefit Plans and Issues for Small Employers, 353-4th T.M., BNA Portfolios,
Compensation Planning series (2010)
CPA s Guide to Retirement Plans for Small Businesses, AICPA (2010, 3rd ed.), co-editor
and lead contributing author
457 Answer Book, Wolters Kluwer (2011, 6th ed.), contributing author (forthcoming)
SELECTED MAJOR ACADEMIC ARTICLES AND SCHOLARLY CONTRIBUTIONS
White Paper: How Congress Can Amend the Code to Make Target Benefit Plans More Attractive
to Employers, NYU Review of Employee
Benefits and Executive Compensation (2011) (forthcoming)
Domestic Partnership and Same-Sex Spouse Issues With Employer Provided Health Benefits:
The Intersection of Federal Income Tax Principles
With Individual State Income Tax Regimes, NYU Review of Employee Benefits and Executive
Compensation (2010)
A Review of Cash balance Plan Backloading and Whipsaw Litigation, NYU Review of Employee
Benefits and Executive Compensation
(2010), co-author
The Funding of Public Sector Pension Plans: Are They Truly in Crisis Mode? 21 Benefits
L.J. 23 (2008)
Much Ado About the Meaning of Benefit Accrual : The Issue of Age Discrimination in
Hybrid Cash Balance Plan Qualification is Dying But
Not Yet Dead, Employee Benefits and Executive Compensation: Proceedings of New York
University s 59th Annual Conference on
Labor (2006), co-author
Cash Balance Plans: An Integral Part of the Defined Benefit Plan Renaissance, 37 J.
Marshall L. Rev. 753 (2004)
SELECTED PRESENTATIONS
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