Wolters Kluwer Financial Services | Banking Compliance Solutions
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Advanced Health Savings Accounts

This session is most beneficial to individuals who already feel comfortable with the basic Health Savings Account (HSA) rules relating to eligibility, account establishment, and distributions. It delves deeper into the topics covered in the Introduction session that a financial organization or HSA owner may encounter. Some of the topics include a review of recent market trends, contribution limit reductions and testing periods, excess contributions, ineligible employer contributions, and negative balance accounts. Join us for this 60-minute session that will provide more experienced HSA specialists with the knowledge necessary to address complex issues that a financial organization may face.

Agenda

  • Market Information
  • Regular Contributions
  • Distributions
  • Rollovers and Transfers
  • Other Matters

Register below for our 60-minute “Advanced Health Savings Accounts” webinar. Cost is $219, unlimited views will be granted for 30 days. Test your system before purchase.

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