HSA Fundamentals

Want to manage a successful HSA program more effectively? Our experts teach the fundamentals of HSAs and basic HSA compliance rules.

Gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and learn the difference between qualified and nonqualified distributions.

Learning Objectives

• Gain essential knowledge of common HSA transactions and rules.

• Learn about contributions and distributions of an HSA.

• Understand the requirements that must be met to open an HSA.

Recorded June 28, 2023