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Archive for: HSA

All-Staff Training, Branch Manager, Human Resources, Training and Development, Webinar HSA, Human Resources

GSB – HSAs: Top 10 Wrap-Up

Our experts will outline the top 10 HSA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!

This 60-minute program will be presented live on: April 26, 2023, 10:00-11:00 a.m. CT

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through July 26, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:49:112023-01-13 11:49:11GSB – HSAs: Top 10 Wrap-Up
Compliance, Frontline Retail, Internal Audit, Training and Development, Webinar Audit, Compliance, Customer Service, Deposits, HSA, IRAs

Health Savings Accounts – Annual Review and Potential Pitfalls

Health Savings Accounts are celebrating their 19th birthday in 2023 and they still remain a mystery to both the clients who own them and the custodians/trustees who house them. While most of the bank’s responsibility revolves around opening them correctly and providing contribution and distribution reporting to the IRS every year, we seem to get involved in ‘fixing’ the client’s both intentional and unintentional mistakes. This webinar will clarify what is our job and what is the client’s job in regard to paying attention to how much they are contributing and what distributions are being used for.

What You’ll Learn

  • What are the 2023 Cost of Living Adjustments for HSAs?
  • What happens to the contribution limit when a customer enrolls in Medicare?
  • What expenses can be reimbursed from the HSA when paid out-of-pocket?
  • What is the ‘once-in-a-lifetime’ Health Funding Distribution (HFD) and how it is reported to the IRS?
  • What happens to the money in an HSA when the customer turns 65?
  • What is the difference in payout options between a spouse and a non-spouse beneficiary?

Who Should Attend
All employees who open and maintain Health Savings Accounts for their customer base as well as back office administrators and the operations department responsible for the reporting of HSA transactions. Call center employees who answer questions on HSAs are also encouraged to attend.

Presenter
Patrice M. Konarik
is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Konarik has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + Digital Download +$140
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
December 9, 2022/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2022-12-09 11:21:452022-12-09 11:21:45Health Savings Accounts – Annual Review and Potential Pitfalls
All-Staff Training, Human Resources, In Person, New to Banking, Training and Development HSA

WBA Health Savings Account Workshop

The WBA Health Savings Account Workshop will take place on March 8 at the Wisconsin Bankers Association Office in Madison. The Workshop will begin at 8:30 a.m. and conclude at 4:00 p.m.

VIRTUAL OPTION: You may choose to attend the school via livestream using Zoom. You’ll select your registration choice during registration.
*We encourage attendees to consider attending in-person for the greatest experience and most efficient networking with peers. However, the virtual option is available for those who may not be feeling well and wish to watch the sessions from their officce.*

Whether your financial organization is just entering the HSA marketplace or looking to enhance its current HSA program, this day long seminar is the ideal training program.  It will cover all aspects of a successful HSA program and give you a comprehensive curriculum along with a practical understanding of critical rules and operational issues.

Topics Include:

  • Introduction to HSAs
  • Establishing HSAs
  • HSA Funding
  • HSA Distributions
  • HSA Portability
  • HSA Compliance

Who Should Attend:

  • Industry professionals needing to become more comfortable with HSA rules.
  • Those responsible for ensuring a compliant HSA department.
  • Those needing an understanding of the basics of HSAs.
  • Those looking for an update on the latest industry changes.
  • Those who are responsible for internal systems, HSA transaction codes, and proper HSA administration.

Speaker:

Ascensus

Registration:

The registration fee of $245/attendee includes program registration, instruction and materials, refreshment breaks, and lunch.

Refund Policy:

A refund, less a $25 administrative fee, is provided for cancellations received in writing to WBA Education on or before 3 days prior to the event start date.

Hotel Information: Visit wisbank.com/Hotels for a list of special rates available to WBA members.

Tuesday, March 7, we will be hosting an Advanced IRA Workshop. Please click here if you are interested in learning more about the Advanced IRA Workshop and to register.

December 2, 2022/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2022-12-02 10:10:532022-12-02 10:10:53WBA Health Savings Account Workshop
Webinar GSB, HSA

GSB – HSAs: Top 10 Wrap-up 2023 Edition

Our experts will outline the top 10 HSA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!

Registration Option: Live presentation $275

Recording available through February 15, 2024.

August 12, 2022/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2022-08-12 09:30:152023-09-01 15:07:39GSB – HSAs: Top 10 Wrap-up 2023 Edition
Bank Directors, CEO, Webinar GSB, HSA

GSB – HSA: Advanced

Take your knowledge of HSAs to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contributions, prohibited transactions, mistaken distributions, and reporting. For a refresher on HSAs, see HSA Fundamentals.

Registration Option
Live presentation $275

Recording available through December 13, 2023

December 30, 2021/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2021-12-30 19:19:572023-08-31 14:42:01GSB – HSA: Advanced
Branch Manager, Compliance, Senior Management, Webinar Compliance, HSA

GSB: HSA Fundamentals

Want to manage a successful HSA program more effectively? During this course, our experts teach on the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and the difference between qualified and nonqualified distributions.

For a deeper dive into HSAs, see HSAs – Advanced.

Registration Option: Live presentation $275

Recording available through December 6, 2023

December 24, 2021/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2021-12-24 15:06:342023-08-31 14:39:49GSB: HSA Fundamentals

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