HSA Frontline Fundamentals is a half-day workshop that gives attendees a basic foundation of HSA knowledge. Exercises are included to help participants apply information to real-world scenarios. Attendees will leave this session able to confidently process basic HSA transactions. This is a beginner's session; no previous HSA knowledge is assumed.Course topics may include:Introduction to HSAs: Explain the benefits of an HSA; define high deductible health plan requirements; recognize the HSA eligibility requirements.Establishing HSA Fundamentals: Summarize the process for establishing an HSA; examine the required documents to establish an HSA.HSA Funding Fundamentals: Define the contribution limits and the deadline; describe the lastmonth rule and the testing period rules.HSA Distribution Fundamentals: Summarize the tax consequences of qualified and nonqualified distributions; describe a mistaken distribution; ensure accurate distribution reporting.HSA Portability Fundamentals: Distinguish the rules for transfers and rollovers; ensure accurate rollover reporting.Who Should Attend? Credit union professionals who need to learn the basics of HSAs.
Fee: $109 (Includes instruction and materials)Locations: Phoenix, AZ (Videoconference site)Thursday, May 11, 20178:00 - 11:00 am Mountain West Credit Union Association2020 Central Ave., Suite 530Phoenix, AZ 85004Denver, CO (Live site)Thursday, May 11, 20179:00 am - 12:00 pm Mountain West Credit Union AssociationSterner Center1009 Grant Street Denver, CO 80203
Thursday, May 11, 2017 9:00 AM - 12:00 PM
Mountain West Credit Union AssociationSterner Center1009 Grant StreetDenver, Colorado 80203720-479-3280
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