Jo-Ann Lewandowski has been serving Sponsel CPA Group since the firm was born. A Manager in Retirement Plan Services, she focuses on serving clients in managing their benefits packages, retirement plans and related compliance issues.
With a bachelor’s degree in financing from Millikin University and several years of work experience under her belt, she has a great deal of familiarity with DOL and IRS compliance requirements, including creating plan documents and preparing appropriate government filings, as well as processing participants’ loans and distributions.
Jo-Ann and her husband, Roy, have four grown children and two grandchildren. (They adore little Aubrie and Adi.)
Outside of work, Jo-Ann cherishes time with her family, especially time spent out in the great outdoors and cruising along Lake Monroe on their beautiful boat.