Employee Spotlight: Jo-Ann Lewandowski

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.

COVID-19 Resource Center

At Sponsel CPA Group, we are keenly aware of the impact of the coronavirus (COVID-19) and have created a resource center with important information. View Resources