Health Savings Accounts Compliance and More Focus of Sept. 27 Workshop
Credit unions considering or currently offering Health Savings Accounts will benefit from training being offered by MCUL & Affiliates in late September.
The session will provide information on HSA eligibility requirements, testing period rules, exceptions to coverage and amendments to previous legislation.
Participants will leave with a full understanding of HSA funding, distributions, portability and compliance, including tax treatment of an HSA after an owner's death, ensuring accuracy of rollover reporting and responsibilities in administering HSA programs.
The training takes place Sept. 27 as part of the IRA: Essentials & Advanced; Plus, Health Savings Accounts Workshop being held at the Hotel Indigo in Traverse City from Sept. 25-27. Registration is $219 per person, per day.