Introduction to Health Savings Accounts

This session provides a general overview of Health Savings Account (HSA) rules as they relate to a financial organization and an HSA owner. Attendees will leave this presentation with an understanding of who is eligible to establish and contribute to an HSA, and how distributions may be tax free. Other key topics include an overview of how to move assets between HSAs and from other account types to HSAs, and a summary of the reporting requirements. Join us for this prerecorded 60-minute session that will help your financial organization’s HSA specialists begin building a foundation of knowledge necessary to efficiently administer these accounts.

Agenda

• Overview
• Establishment
• Regular Contributions
• Distributions
• Rollovers and Transfers

Register below for our 60-minute “Introduction to Health Savings Accounts” webinar. Cost is $169. Test your system before purchase.

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