RW Advantage - Webinars

The following webinar is no longer available.

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Event Name:HSA Fundamentals
Date:Wednesday, January 18, 2017 1:00pm CST
Presented By:BankersHub
Panelist(s) Info: Michael Glover, Technical Consultant - ERISA - Ascensus
Credits:1.8 AAP Credits 1.5 CPE Credits

This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits,  eligibility requirements, portability rules, and the difference between qualified and non qualified distributions. 

Learning Objectives

  • Explain the benefits and basic concepts of HSAs
  • Understand HSA eligibility requirements and contribution limits
  • Restate HSA tax benefits and portability rules
  • Recall the difference between qualified and nonqualified distributions
  • Discuss IRS reporting requirements.