RW Advantage - Webinars

The following webinar is no longer available.

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Event Name:Introduction to Health Savings Accounts (HSA)
Date:Thursday, October 25, 2018 11:00am CDT
Presented By:BankersHub
Panelist(s) Info: Ethan Branum  (Bio)

Ethan Branum has provides consulting services to Ascensus clients through Ascensus’ technical access service. Ethan provides in-house consulting, technical research, analysis and special projects relating to IRS and DOL regulations. He is also responsible for conducting educational retirement plan seminars for Ascensus clients.

He has his BA in Business from the University of Wisconsin Superior.

Credits:1.5 CPE Credit

This retirement webinar is designed to help you manage a Health Savings Account (HSA) program more effectively.  After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules as well as the reporting that is required by the government for all HSA providers.

This Healthcare Savings Account – HSA training 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.  This timely training should be considered mandatory for any professionals who must explain, open or maintain HSAs for customers on a regular basis.

Learning Objectives:

  • Explain the benefits and basic concepts of Health Savings Accounts (HSA)
  • 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.