A simple goal sparked Joanne Szupka’s entry into the accounting profession—to help others understand their financial landscapes. For more than twenty years, she has helped businesses navigate the complexities of employee benefit plans and ERISA requirements.
Joanne’s approach to her work is defined by her desire to help. She believes in the power of listening, sharing knowledge and maintaining an open door that encourages trust and approachability. These characteristics make her a trusted advisor to her clients and a mentor for those starting in the profession, particularly women.
As a Partner in RKL’s Audit Services Group, Joanne specializes in ERISA audits, catering to single and multiple employers offering employee benefits plans. Her expertise is diverse and encompasses audits for defined benefit, defined contribution, health and welfare plans, and consultation matters that address audit findings and compliance with the Department of Labor and Internal Revenue Service correction programs.
Joanne is passionate about sharing her insights and experiences with team members and clients alike. Whether through training, webinars, one-on-one conversations or board/trustee presentations, she prides herself on being available to those seeking guidance and knowledge.
PERSONAL
Joanne lives in Willow Grove with her partner, Tommy. In her spare time, she enjoys sports, Broadway shows, Zumba and reading.
