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SDBA 2019 Introduction to HSAs Webinar
Tuesday, May 07, 2019, 9:30 AM - 10:40 AM CDT
Category: SDBA Events

An Introduction to Health Savings Accounts (HSAs)

May 7, 2019
9:30 A.M. to 10:40 A.M. CDT
Presented by: JM Consultants, Michael O'Brien
Fee: $185, additional bank branch connections only $60 per connection
Questions: Contact Mike Nelson by phone 218-831-1858 or email [email protected]

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
  • Beneficiary options
  • Compliance issues

NOTE: We can do a special customized HSA Webinar just for your bank or if you have a lot of branches, it may be less expensive to have your own webinar. You choose the time and content. Call Mike!


Please complete the registration form and either EMAIL to [email protected] or MAIL registration to JM Consultants, 6930 Glory Road, Baxter, MN 56425