Posts tagged with "hsa"

10 HSA Challenges and Mistakes that Banks and CUs Make

Register Now

HSA Health Savings

HSAs, or Health Savings Accounts, are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers Health Savings Accounts or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Some of the issues covered in this HSA Webinar include:

  • Implications of Affordable Care Act repeal
  • Mistaken distributions
  • Prohibited transactions
  • HSA Debit Cards – rewards and incentives
  • Handling fraud
  • Tracking HSA owner coverage limits
  • Using HSA for retirement

And MUCH more!

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Monday, July 16, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Ascensus

Ascensus retirement education for financial services

TBD

About the Speaker

Ascensus is the industry leader in retirement education for Financial Services.

Register Now Pay by Check

Top 10 HSA Issues

Register Now

HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Some of the issues covered in this HSA Webinar include:

  • Implications of Affordable Care Act repeal
  • Mistaken distributions
  • Prohibited transactions
  • HSA Debit Cards – rewards and incentives
  • Handling fraud
  • Tracking HSA owner coverage limits
  • Using HSA for retirement

And MUCH more!

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Tuesday, March 20, 2018

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Michael Glover
Technical Consultant – ERISA Ascensus

Michael Glover

Register Now Pay by Check

2018 Tax Reform: Retirement/HSA Impacts and Implications

Register Now

With the enactment of the most significant overhaul of the federal tax system since 1986, you may be wondering what implications the new legislation will have on your tax-advantaged savings business.

Some provisions take effect now, and Ascensus will provide an overview so you understand the changes and are ready to address the impact for
your business.

Ascensus experts have closely followed this legislation, and our webinar will provide a timely analysis of how the new law impacts IRAs, employer-
sponsored retirement plans, health and education savings vehicles, and ABLE accounts.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Tuesday, February 13, 2018

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Ascensus

Ascensus retirement education for financial services

TBD

 

Register Now Pay by Check

Introduction to HSAs

Register Now

This is part two of our three-part series on HSAs. This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Wednesday, July 19, 2017

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Ascensus

Speaker TBD

Ascensus

Ascensus retirement education for financial services

Register Now Manual Invoice

Ascensus HSA University

 

Top 10 HSA Issues

Buy Playback Now

HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Some of the issues covered in this HSA Webinar include:

  • Implications of Affordable Care Act repeal
  • Mistaken distributions
  • Prohibited transactions
  • HSA Debit Cards – rewards and incentives
  • Handling fraud
  • Tracking HSA owner coverage limits
  • Using HSA for retirement

And MUCH more!

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Monday, April 24, 2017

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

Michael Glover

Technical Consultant – ERISA Ascensus

Michael Glover

Buy Playback Now Manual Invoice

Ascensus HSA University

 

HSA Fundamentals

Buy Playback Now

This course is designed to help you manage an HSA program more effectively.  After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules.  This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits,  eligibility requirements, portability rules, and the difference between qualified and non qualified distributions. 

Learning Objectives

  • Explain the benefits and basic concepts of HSAs
  • Understand HSA eligibility requirements and contribution limits
  • Restate HSA tax benefits and portability rules
  • Recall the difference between qualified and nonqualified distributions
  • Discuss IRS reporting requirements.

Pricing

$249 for Live and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

March 14, 2017

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

Michael Glover
Technical Consultant – ERISA, Ascensus

Michael Glover

 

Buy Playback Now Manual Invoice