Employee Spotlight – JoAnn Owens

Employee Spotlight - JoAnn Owens

SMA Services, Inc. would like to introduce to you JoAnn Owens

JoAnn began her employment with Southern Medical Association in January 1989 as an Insurance Customer Service Representative. While in this capacity, she obtained and maintains state Life and Disability Licenses. In January 1994, JoAnn then transferred to the retirement department and has grown to be a valuable senior member of the team.

JoAnn is responsible for various Third Party Administrative duties: understanding plan documents and Adoption Agreements; determining annual contributions, required distributions, eligibility, and enrollments for participants; issuance of periodic payments; compliance testing; and electronic filing of year-end reports for numerous plans.

JoAnn enjoys all aspects of her job, including the interaction she has with plan participants. “Working closely with SMA members, office managers, and various investment institutes is a very rewarding profession,” she said.

JoAnn and her husband reside in Mount Olive, AL. They have two children who attend the University of Alabama in Birmingham. In her free time, JoAnn enjoys outdoor activities and especially trips to the beach.

 

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