HSA Fundamentals
Want to manage a successful HSA program more effectively? During this course, our experts teach 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.
Details
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Benefits
Professional Development
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
Convenient
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
Expert Instructors
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.
