Confused About HSAs?

​Join tomorrow’s webinar for “An Introduction to Health Savings Accounts” and learn more about a very popular health care option. 

As the nationwide growth of Health Savings Accounts (HSAs) continue to rise, financial organizations are beginning to see more complex transactions due to increased customer activity. This activity requires personnel to review their existing HSA procedures to ensure transactions are handled properly. In this webinar, we’ll explore the areas of employee eligibility, handling excess and mistaken distributions, investment diversification and product expansion, including how HSAs are being touted as a retirement savings vehicle in addition to a health care coverage option. 
 
Join us tomorrow, June 7, at 10:00 a.m. (CT).
 
Health Savings Accounts (HSAs) are a very popular health care option for employers offering coverage to employees and individuals/families not covered by employer-sponsored health care benefits. Financial institutions are beginning to see more complex transactions due to increased customer activity.  This activity requires personnel to review their existing HSA procedures to ensure transactions are handled properly. This program also provides a solid foundation of operational and compliance issues associated with providing HSAs to customers, including opening, maintaining, and distributing procedures. 
 
Attendees will learn:

• Eligibility requirements,
• Required documents to establish an HSA
• Contribution limits
• Portability rules
• Handling excess contribution and Mistaken Distributions
• Distribution options for qualified medical expenses
• IRS reporting requirements

 
REGISTER NOW.
 
About the instructor: Matthew Dickinson has over 18 years in Banking and retirement and has held many titles within his career. Matt has worked for companies such as Ascensus, Merril Lynch, Wells Fargo, and Frandsen Bank and Trust. On a day-to-day basis, Matt helps financial institutions gain and maintain their knowledge base to manage their IRA portfolio. He works at a fast pace and can win clients and prospects over by how he operates—focusing on the consequences of not moving from the status quo. Matt wants to create a lifelong relationship with his customers and welcomes all questions and inquiries throughout the program.