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Kathryn W. Wheeler, CEBS

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 25 years in the employee benefits industry, 14 of those years as a benefits manager for private industry. She received her Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.

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

  • International Foundation of Employee Benefit Plans
  • International Society of Certified Employee Benefit Specialists – Kansas City Chapter
  • State Bar of Texas

Pro Bono and Community Involvement

  • Daughters of the American Revolution (DAR)

See AllKathryn W. Wheeler, CEBS in the News

August 22, 2018
SHRM

Joy M. Napier-Joyce, Joshua Rafsky and Kathryn Wheeler Author "What Employers Need to Know About the Illinois Auto-IRA Program"

August 22, 2018

Joy M. Napier-Joyce, Joshua Rafsky and Kathryn Wheeler author "What Employers Need to Know About the Illinois Auto-IRA Program," published by SHRM. Subscription may be required to view article Read More

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, CEBS

Changes to Employee Benefit Plans May Create Unforeseen Disclosure Deadlines
May 20, 2019

Believe it or not, it may be time to distribute a new Summary Plan Description (SPD) to include all changes made since the last issuance or a Summary of Material Modifications (SMM) for any amendments adopted during the 2018 plan year. Read More

2019 Cost of Living Adjustments for Retirement Plans
November 1, 2018

The Internal Revenue Service recently announced its cost-of-living adjustments applicable to dollar limitations for retirement plans and Social Security generally effective for Tax Year 2019 (see IRS Notice 2018-63). Most notably, the limitation on annual salary deferrals into a 401(k) plan will increase from $18,500 to $19,000. Read More

The President Urges Regulatory Action to Expand Access to Employer-Sponsored Retirement Plans
September 4, 2018

On August 31, 2018, President Trump issued an Executive Order (the “Order”) calling on the Department of Labor (“DOL”) and the Internal Revenue Service (“IRS”) to consider issuing regulations and guidance directed at expanding the availability of employer-sponsored retirement plans.  The Order mainly takes aim at the availability of retir Read More