JoAnn Szucs (Jo)

• Advises global companies on compliance with pension and health and welfare coverage and contribution obligations in countries where the companies maintain an employee-base.
• Assists with post-integration qualified plan compliance matters, including corrections before the IRS, DOL and PBGC and post-integration plan design and strategy.
• Provides advice and counseling on compliance with prohibited transaction exemptions (including applying for and compliance with the conditions of individual prohibited transaction exemptions).

JoAnn (Jo) Szucs helps employers design, implement, and manage employee benefit and compensation programs that support business goals while meeting complex regulatory requirements.

She advises multinational organizations on retirement, health and welfare, governance, compliance, and transaction-related matters, delivering practical solutions that reduce risk, streamline administration, and support a global workforce.