JoAnn has impressive proficiency in navigating complex regulatory landscapes and leveraging her expertise to drive impactful solutions for her government and corporate plan clients. With a focus on administrative and technical expertise and a deep understanding of benefits, JoAnn plays a crucial role in building and maintaining client relationships at Shuster while ensuring the delivery of exceptional services. She is a subject matter expert in public and private employer sponsored retirement plans, including 401(k), 401(a), 457(b), HRA and OBRA.
JoAnn’s industry experience spans over 30 years where she held the positions of Chief Operating Officer, Chief Compliance Officer, and Senior Executive roles in employee benefits brokerages, underscoring her commitment to regulatory adherence and governance excellence. Throughout her career journey, she has consistently showcased her leadership and strategic acumen. JoAnn’s dedication to excellence, coupled with her knowledge in employer sponsored retirement plans and benefit design and administration, positions her as an influencer in the industry.