Amanda Wilke, CEBS

Amanda Wilke, Information/Research Specialist Favorite Foundation Service: Today’s Headlines – they are fun to work on and our members appreciate them! Benefits Topics That Interest Her Most: Work/life balance, vacation plans, unique benefits Personal Insight: In her role as a Foundation Info Specialist, Amanda keeps busy answering member questions in all areas of employee benefits. At home, she puts these same skills to work fielding the many questions of her two children. When she’s not on Q&A duty, Amanda enjoys travelling and watching sports.

The writer has 49 posts

SECURE 2.0 Update: IRS Issues Proposed Rules for Qualified Retirement Plans (Part Two)—Automatic Enrollment

Amanda Wilke, CEBS
 

On Friday, January 10, 2025, the Department of the Treasury and the Internal Revenue Service (IRS) issued proposed rules for several provisions of the SECURE 2.0 Act of 2022 (SECURE 2.0). Part One of the blog series covered catch-up contributions. This blog […]

SECURE 2.0 Update: IRS Issues Proposed Rules for Qualified Retirement Plans (Part One)—Catch-Up Contributions

Amanda Wilke, CEBS
 

On Friday, January 10, 2025, the Department of the Treasury and the Internal Revenue Service (IRS) issued guidance for several provisions of the SECURE 2.0 Act of 2022 (SECURE 2.0). This blog will primarily focus on the proposed rule for qualified retirement […]

Fiduciary Basics for Governmental Plans

Amanda Wilke, CEBS
 

Plan sponsors have a responsibility to protect the interests of employee and retiree participants in their benefit plans. Government plan sponsors for 457 and 401(a) defined contribution (DC) retirement plans should be aware of fiduciary basics and the latest trends to protect […]