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Health Savings Accounts (HSAs): Compliance Obligations Under the Internal Revenue Code and ERISA

Are you meeting the requirements for an HSA and reaping the benefits they have to offer?One of the advantages of participating in a high deductible health plan is the ability to open a Health Savings Account (HSA). Although HSAs have numerous tax advantages, it is easy to inadvertently fail to satisfy the requirements for an HSA and possibly miss out on these benefits. In addition, the often complex employer health care offerings, which may include flexible spending accounts (FSAs) and health reimbursement arrangements (HRAs) can make it difficult to determine when an employee is eligible to participate in an HSA. This content will help health plan administrators navigate this sometimes treacherous terrain.


Runtime: 58 minutes
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Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Establishment of HSAs for Participants in High Deductible Health Plans (HDHPs)

Tax Advantages of HSAs

Who May Contribute to an HSA, and Whether the Employer May Make Contributions

What Benefits Can Be Paid From an HSA and When

Maximum HSA Contribution Limits for 2018

How Participation in a Flexible Spending Account (FSA) or Health Reimbursement Arrangement (HSA) Can Impact HSA Eligibility

Whether and How Medicare or VA Eligibility Affect HSA Eligibility

Comparability Requirements for Employer Contributions

What to Do If a Participant or Employer Over-Contributes to an Employee's HSA

Impact of ERISA Fiduciary Requirements on HSAs

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 30, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • GA CLE 1.0
     
  • HI CLE 1.0
     
  • IL CLE 1.0
     
  • ME CLE 1.0
     
  • MT CLE 1.0
     
  • NJ CLE 1.2
     
  • NV CLE 1.0
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • HI CLE 1.0
     
  • IL CLE 1.0
     
  • ME CLE 1.0
     
  • MT CLE 1.0
     
  • NJ CLE 1.2
     
  • NV CLE 1.0
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Robert J. Lowe

Robert J. Lowe

Mitchell Silberberg & Knupp LLP

  • Partner, Mitchell Silberberg & Knupp LLP
  • Practice emphasizes on all aspects of employee benefits and executive compensation including: qualified and nonqualified retirement plans; group health plans; multi-employer pension and health plans; benefit plan issues in mergers and acquisitions; benefit investments in venture capital and real estate; and equity incentive and nonqualified deferred compensation plans
  • Focuses on benefit plans and executive compensation arrangements for employees of tax-exempt entities; income and estate tax planning for receipt of large distributions from retirement plans and negotiation and drafting executive employment agreements
  • Recognized by Best Lawyers in America© in Employee Benefits (ERISA) Law (2009-2018); Top 5% of lawyers in Southern California, Southern California, Southern California Super Lawyers (2007-2017); has achieved the highest rating in the Martindale-Hubbell Law Directory
  • Frequently speaks and writes on labor and employment topics
  • J.D. degree, University of California, Berkeley School of Law; B.S. degree, Binghamton University, State University of New York
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Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 402064
Published 2018
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