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Course/Product Description
Title:

Health Savings Accounts: "Perfect World" vs. "Real World" Solutions

SKU:WT-1000564
Format: Webinar
Description:

Don’t you just LOVE when people quote IRS regulations to you? You know, regulations written by those who have never worked in a financial institution and have to work with the general public and their levels of knowledge on a day-to-day basis???

For the last 12 years since HSAs have been introduced, you would think the understanding of these account would get better, but they still breed so much confusion and interpretation that they are steeped in misunderstanding by both customers and the bank and credit union employees - causing hours of corrections all year long. We are brain-washed into a customer-service mindset and ignoring our account holders’ mistakes on their HSA accounts and refusing to help them correct those mistakes are at odds with everything we have been trained to do.

So how do we strike that perfect balance between customer responsibility and custodial responsibility on Health Savings Accounts, and what kind of firewalls can we put in place to prevent constant monitoring?

Covered Topics:

  • What is the definition of a HDHP and eligibility for an HSA?
  • What are the contribution limits for 2016/2017?
  • How do we handle the removal of excess contributions?
  • 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 re-deposit medical expense reimbursements?
  • Are your HSA contributions and distributions being reported correctly to the IRS on the 5498-SA and 1099-SA?
  • What are the custodial HSA monitoring responsibilities?
Who Should Attend

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who "oversees" the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.

The Presenter

Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and webinars on these subjects 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. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
Health Savings Accounts: "Perfect World" vs. "Real World" SolutionsCD/On-Demand$325.00

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