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Kathryn W. Wheeler

KM Attorney
Overland Park*

*Admitted only in TX

P 913-981-1018
F 913-981-1019
Kathryn.Wheeler@jacksonlewis.com

Biography

Kathryn W. Wheeler is the Knowledge Management (“KM”) Attorney for Jackson Lewis P.C.’s Employee Benefits Practice Group, and is based in the Overland Park, Kansas, office of Jackson Lewis P.C. She has more than 24 years in the employee benefits industry, 14 of those years as a benefits manager for private industry. 

Ms. Wheeler has experience with employee benefits from the perspective of clients and of legal counsel, giving her the ability to understand the issues confronting clients from both sides of the table. Her zeal for protecting the company’s interests in employee benefit-related areas led her to receive her law license to better negotiate the statutes and regulations imposed on employers. She has experience in a broad range of benefit matters, including general compliance and administration of qualified retirement plans under ERISA and the Internal Revenue Code. She also has extensive experience with welfare plan design for self-insured health plans and welfare plan issues involving cafeteria plans, health plans, flexible spending accounts, group insurance products, COBRA, and HIPAA.

Ms. Wheeler has a particular focus on assisting employers with the various compliance requirements associated with qualified retirement plans and qualified welfare plans, including preparing the Form 5500 annual report for clients. She also prepares submissions for Voluntary Correction Program, Delinquent Filer Corrective Program, and Voluntary Fiduciary Correction Program. She has experience negotiating with outside benefits providers, including prototype plan sponsors, third party administrators, insurers, actuaries, and auditors.

Professional Associations and Activities

  • State Bar of Texas

Pro Bono and Community Involvement

  • Daughters of the American Revolution (DAR)

Practices


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August 17, 2018

Illinois Secure Choice Retirement Savings Program No Longer Mandatory?

August 17, 2018

The future of the Illinois Secure Choice Savings Program Act (Secure Choice) is uncertain following Governor Bruce Rauner’s amendatory veto that could make employer participation in the Secure Choice program optional. The legislation, as enacted, makes participation in the Secure Choice program mandatory for covered employers that do... Read More

August 13, 2018

What Employers Need to Know About the Illinois Secure Choice Mandatory Retirement Savings Program

August 13, 2018

Employers in Illinois with at least 25 employees must comply with the Illinois Secure Choice Savings Program Act (Secure Choice) or offer employees an employer-sponsored retirement plan. Secure Choice is set to roll out in November 2018. Secure Choice applies to Illinois employers that do not sponsor a qualified retirement plan. The... Read More

July 18, 2018

Employee Benefits Newsletter – Summer 2018

July 18, 2018

In this issue: New Agency Guidance Makes Mental Health Parity and Addiction Equity Act Enforcement a Priority. A review of the parity compliance issues for plans and insurers providing mental health and substance use disorder benefits. Finding Missing Participants in a Regulatory Fog. A discussion of the efforts of the Department... Read More

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See AllBlog Posts by Kathryn W. Wheeler

Illinois Secure Choice Savings Program – A Mandatory Retirement Plan 
August 13, 2018

Employers in Illinois with at least 25 employees must comply with the Illinois Secure Choice Savings Program Act (Secure Choice) or offer employees an employer-sponsored retirement plan. Secure Choice is set to roll out in November 2018. Secure Choice applies to Illinois employers that do not sponsor a qualified retirement plan. Read More

IRS Reverses the $50 HSA Reduction for 2018
April 29, 2018

  We recently informed you that the IRS reduced the 2018 health savings account (“HSA”) contribution limit for individuals with family coverage to $6,850.00 despite having previously announced that such limit was $6,900.  Because of compelling comments from stakeholders, the IRS reversed this decision in Revenue Procedure 2018-27 and Read More

IRS Reduces HSA Contribution Amount for Current Year
March 27, 2018

In 2017, the IRS released the 2018 inflation-adjusted figures for contributions to Health Savings Accounts (HSAs).  The contribution limits for HSAs associated with High Deductible Health Plans was increased to $3,450 for individuals with self-only coverage and to $6,900 for individuals with family coverage.  In December, the President si Read More