Attend the HSA Workshop, presented by Ascensus, for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues. This workshop covers all aspects of a successful HSA program.
Introduction to HSAs
Establishing an HSA
HSA Funding
HSA Distributions
HSA Portability
HSA Compliance
Who Should Attend You should attend this seminar if you:
Facilitator Jeff Aga is a Senior ERISA Consultant with the ERISA Technical Support Department at Ascensus. Mr. Aga assists clients with technical compliance questions through the 800 Consulting Service and instructs Ascensus webinars and various Ascensus-sponsored seminars nationwide. He lends technical expertise regarding Qualified Retirement Plans, Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans such as 401(k) plans, 403(b) plans, SEP and SIMPLE IRA plans, as well as conducting qualified retirement plan, 403(b) plan, and IRA compliance audits.
Continuing Education ABA Professional Certification - 7.25 credits for CISP, CRSP, and CTFA
Fee Per Person IBA Member $265 Nonmember $445