Health Savings Accounts Seminar

CFT Credits: 0.00

HSA Essentials is a half-day course that provides attendees with a broad understanding of HSA rules and responsibilities. The course is designed for individuals having any experience level with HSAs as it can introduce inexperienced attendees to HSA concepts, and serve as a refresher for more seasoned HSA personnel.

Course topics include:

Introduction to HSAs

  • What is an HSA and what are the benefits?
  • Who is eligible to establish and contribute to an HSA?

Establishing HSAs

  • How do we set-up an HSA?
  • What are the documentation requirements?

HSA Contributions

  • What are the contribution limits and deadlines?
  • How are contributions reported?

HSA Distributions

  • What are the tax and penalty implications of qualified and nonqualified distributions?
  • Can certain transactions be corrected?
  • How are distributions reported?

HSA Portability

  • What are the differences between transfers and rollovers?
  • How are transfers and rollovers reported?

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who “oversees” the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.

Register Here!

Times shown are local time. You can choose to pay by credit card or invoice when you register.

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