December 9 - 10, 2026 - $399 per attendee

We accept MasterCard, Visa, and American Express credit cards. You can also opt to be invoiced.
For assistance with registration, call 800-346-3860 option 2, suboption 3.

HSAs A to Z

HSAs A to Z gives you a comprehensive overview of fundamental HSA concepts. Exercises are included throughout each half-day training to help you apply information to job-related situations. You will leave this session with increased confidence and a better understanding of how to handle most common HSA transactions. This workshop covers all aspects of a successful HSA program.

NOTE: This training is exclusively offered as a live experience, therefore recordings will not be available.

Course Topics May Include

Introduction to HSAs

• Describe how a health savings account (HSA) benefits financial organizations, employers, and eligible individuals
• Explain high deductible health plan (HDHP) requirements
• Communicate HSA eligibility rules
• Describe exceptions to HDHP coverage

Establishing an HSA

• Summarize the HSA opening documents
• Identify the requirements for amending HSA documents

HSA Funding

• State the HSA regular contribution and catch-up contribution limits
• Describe the last month rule
• Discuss how changes during the year in HDHP coverage affects contributions
• Discuss how Medicare affects eligibility
• Distinguish the regular contribution deadline
• Cite the rules for prior-year contributions
• Explain a qualified HSA funding distribution
• Ensure accurate regular contribution reporting

HSA Distributions

• Summarize the tax consequences of qualified and nonqualified distributions
• Describe ways to prevent an extension of credit to an HSA owner
• Communicate how HSA fees are handled
• Describe a mistaken distribution
• Correctly handle excess contributions
• Describe the tax treatment of the HSA after the HSA owner's death
• Ensure accurate distribution reporting

HSA Portability

• Differentiate between a transfer and a rollover
• Ensure accurate rollover reporting

HSA Compliance

• Identify the financial organization's responsibilities in administering HSAs
• Recognize the information sources for HSA guidance

Who Should Attend?

You should attend this workshop if you need to become more comfortable with HSA operations and are looking to expand your expertise and provide enhanced customer service.

Continuing Education Credits

Visit our website at https://www.retsupport.com/resources/pdfs/certificates/CECreditChart.pdf to view the number of CE credits you may be eligible to earn by attending the HSAs A to Z workshop.