Webinar

Health Savings Accounts – Opening, Maintaining and Reporting Requirements
Yes, they are still around! Were you hoping they might fade into the sunset?


Because of the high cost of health insurance premiums, more and more companies and individuals are enrolling in High Deductible Health Plans (HDHP) to reduce their health care premium costs. As they do, there is a growing need for Health Savings Accounts to pay those medical expenses until the high deductible has been met and the insurance co-pay kicks in.

Whether you are now offering HSAs or are thinking about offering HSAs, this 2 hour extremely informative webinar will give you the information you need to make sure you are setting the accounts up correctly and performing the proper maintenance and reporting.

Covered Topics

  • What are the 5 mandatory requirements for HSA eligibility?
  • What is the definition of a HDHP?
  • What are the NEW contribution limits for 2015?
  • What responsibilities does the financial institution have to monitor qualified medical expense withdrawals?
  • How do we handle overdrafts in an HSA account?
  • What kind of account should the HSA money be invested in?
  • How do we re-deposit medical expense reimbursements?
  • What are the IRS reporting requirements for HSA contributions and distributions?

Audience

 New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who “oversees” the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.            

Speaker

Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and webinars on these subjects on a nationwide basis. She has a BS In Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics. Patrice’s upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.         

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits

Pricing

Live Webinar which includes 7 Day On-Demand  - $265
Six Month On-Demand – $295
Live plus Six Month On-Demand – $365
CD-ROM (Includes Six Month On-Demand) – $325
Premier (Includes all options) – $395
Additional Locations – $75

                               

Registration

Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

Commands