HSA Fundamentals

HSA Fundamentals

Jun 28, 2023 | 11:00 am ET • 10:00 am CT | WEBINAR

Want to manage a successful HSA program more effectively? Our experts teach the fundamentals of HSAs and basic HSA compliance rules.

Gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and learn the difference between qualified and nonqualified distributions.

Learning Objectives

  • Gain essential knowledge of common HSA transactions and rules.

  • Learn about contributions and distributions of an HSA.

  • Understand the requirements that must be met to open an HSA.

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Pricing

ICBA Members: $199

Nonmembers: $299

Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, HSA Specialists

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

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Stacy Torkelson

Consultant

Ascensus

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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