RW Advantage - Webinars

Introduction to Health Savings Accounts (HSA)
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.


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.

Available Sessions:

Recorded On: Thursday, October 25, 2018
Price: $249.00* < Back To Details
* Invoice will include sales tax as applicable.
Total Price: $249.00
Upon registration, an invoice will be mailed to the address provided above.