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SDBA Intro to Health Savings Accounts (HSA) Webinar
Wednesday, May 02, 2018, 9:30 AM - 10:40 AM CDT
Category: Special Events

An Introduction to Health Savings Accounts (HSAs)

May 2, 2018
9:30 A.M. to 10:40 A.M. CDT
Presented by: JM Consultants, Michael O'Brien
Fee: $180, additional bank branch connections only $60 per connection

Because of the increased popularity of the HSA, JM Consultants and the South Dakota Bankers Association are again providing Health Savings Account Webinars.  Anyone interested in participating may sign up for one or both webinar offerings. Each webinar is independent of the other.  Please see the attached description and outline of each webinar offering.  If you have any questions, please call Mike Nelson, JM Consultants at 218-831-1858 or email m88nelson@hotmail.com.


Health Savings Accounts (HSAs) are becoming the popular health care choice for employers offering coverage to employees and individuals/families not covered by employer-sponsored health care benefits. This program provides a solid foundation of operational and compliance issues associated with providing HSAs to customers, including opening, maintaining and distributing procedures.  Attendees will learn

  • Eligibility requirements,
  • Required documents to establish an HSA
  • Contribution limits
  • Portability rules
  • Distribution provisions for qualified medical expenses
  • Compliance issues
  • IRS reporting requirements


Please complete the registration form and either EMAIL to m88nelson@hotmail.com or MAIL registration to JM Consultants, 6930 Glory Road, Baxter, MN 56425