This informative webinar covers all major components associated with a successful HSA product, including the latest contribution and portability provisions. The program is perfect for financial organizations that are new to the HSA marketplace or looking to enhance their HSA product.

Agenda

• HSA contribution eligibility requirements
• High deductible health plan (HDHP) requirements

• Documentation requirements
• Amendment requirements

• HSA contribution limits
• Employer contribution issues
• Excess contributions
• Financial organization contribution responsibilities

• Transfers and rollovers
• Qualified HSA funding distributions

• HSA distribution taxability
• Qualified vs. non qualified HSA distributions
• Beneficiary distributions
• Miscellaneous distribution issues

• HSA fees
• HSA reporting requirements

HSA Benefits

Who Should Attend
Operations Managers, Compliance Officers, Product Managers, Marketing Managers, Sales Specialists, New Account Representatives, Personal Bankers, Head Tellers and Retail Bankers.

Speaker
Tom Stoffel is a consultant with the ERISA compliance department at Ascensus. He lends technical expertise in regard to Traditional and Roth IRAs, Coverdell education savings accounts, Archer medical savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as SEP and SIMPLE plans. He also participates in technical reviews and assist in updating forms, documents, and publications.