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!

Registration

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