Randy Heidmann Secondary Header

Senior Specialized Consultant, Tax Advantaged Accounts, Compliance Center of Excellence 

With more than 40 years of industry experience, Randy Heidmann has helped hundreds of financial organizations create, implement and maintain their tax-advantaged accounts programs.

In his current role, Heidmann assists in the development of many of the industry standard operational and transaction-based forms that financial organizations use to keep their IRA and HSA programs compliant. As an expert in his field, Heidmann has conducted over 1,000 IRA, HSA, and QRP training events for financial organizations located throughout the United States. Additionally, he has spoken at national and state conferences.

Heidmann earned his bachelor of science degree in sports and recreation management from Mankato State University in Mankato, Minnesota.