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Air Date: March 19th, 2020
Description: This webinar will cover the general requirements for establishing and maintaining Health Savings Accounts (HSAs) and Investment Retirement Accounts (IRAs) at financial institutions. More specifically, it will build on your basic IRA-knowledge to address some of the more complex IRA issues your organizations handle, including an overview of the Secure Act. Topics will include IRA updates and the Secure Act, Required Minimum Distributions, Beneficiary Options, Advance Portability, Roth IRA Conversions, and IRA Excess Contributions.
People who should attend: IRA Administrators, Personal Bankers or member services personnel, Compliance specialists, support personnel responsible for promotional and marketing materials.
Presenter: Elizabeth K. Madlem, Associate General Counsel
Elizabeth is an Associate General Counsel & Compliance Officer at Compliance Alliance. In the past, she served as both the Operations Compliance Manager and Enterprise Risk Manager for Washington Federal Bank, a $16 billion dollar organization headquartered in Seattle, WA. She has industry expertise and real-world solutions surrounding bank-enterprise initiatives as well as knowledge of contract law and bank regulatory compliance.
An attorney since 2010, Elizabeth was a Summa Cum Laude, Phi Beta Kappa, Delta Epsilon Sigma graduate of Saint Michael’s College in Burlington, VT, and a Juris Doctor from Valparaiso University School of Law in Indiana. Elizabeth will be handling C/A document reviews, participating in the Education department, and contributing as a featured author.