HSAs

Want to manage a successful HSA program more effectively? During this course, our experts teach on the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and the difference between qualified and nonqualified distributions. For a deeper dive into HSAs, see HSAs – Advanced. 

For individuals with an HSA and soon to be eligible for Medicare, it’s critical for them to understand how enrolling in Medicare will affect their HSA. This course will help you gain crucial understanding of effective timing of Medicare enrollment, HSA contribution implications, and how individuals can use their HSAs to pay qualified medical expenses in retirement.

eLearning provides you with access to convenient and effective training through an online library of courses on qualified retirement plans, Traditional and Roth IRAs, SEP and SIMPLE IRA plans, heath savings accounts, and education savings accounts. Individual courses are available through our learning management system (LMS), Ascensus University, or for use within your LMS.

Get the benefit of our experienced instructors and extensive curriculum without leaving the office with an on-site HSA workshop. From basic to comprehensive, our HSA Fundamentals and HSA Workshop offer flexibility and customization and give practical understanding of critical rules and operational issues.

For our IRA Administration subscribers, Ascensus has two IRAdirect® workshops that give general users and advanced users the foundation they need to work confidently with this software.

IRAdirect® is a registered trademark of Ascensus, LLC.