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Health Savings Accounts – Clarifying the Rules,Webinar
January 31, 2020 @ 10:00 am - 12:00 pm CST
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Covered Topics
- What are the 5 mandatory requirements for HSA eligibility?
- What are the NEW contribution limits for 2020?
- What responsibilities does the financial institution have to monitor qualified medical expense withdrawals?
- What kind of account should the HSA money be invested in?
- How do we handle excess contributions and re-deposit medical expense reimbursements?
- What are the IRS reporting requirements for HSA contributions and distributions?
- What are the 4 major “trouble spots” for HSA accounts and the recommendations to resolve the problems?