HSA Fundamentals

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. 

Details

Location Date Price
Online/Virtual Digital version of the January 13, 2022 webinar available for purchase $199
Online/Virtual Aug 22 $199

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.