Calendar of Events

Health Savings Accounts

01/23/2018, 10:00 AM to Noon

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Health Savings Accounts: It's Time to Pay Attention
 

Presented by Patrice Konarik
Tuesday, January 23rd, 2018
10:00 am - 12:00 pm CT
 

Covered Topics:

  • What are the 5 mandatory requirements for HSA eligibility?
  • What are the NEW contribution limits for 2017/2018?
  • 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 solve the problems?
Register here