HSA Stuff

You need a resource that allows you to quickly find answers to tough client questions while keeping you up to date on regulatory and industry events. HSA Stuff goes beyond typical reference tools providing interactive tools and self-paced courses for a blended learning approach. From entry level to seasoned veteran, HSA Stuff will give you the training you want when you need it—increasing compliance and operational consistency throughout your organization.


  • HSA overview
  • HSA eligibility and contributions
  • HSA excess contributions
  • HSA distributions and portability
  • HSA death distributions
  • HSA reporting


  • Desktop Job Aids help answer common HSA questions
  • Excess Contribution Tool that easily calculates earnings on excess contributions
  • FAQs with links to IRS guidance for quick reference
  • HSA Compliance & Operations manual
  • IRS’ most current guidance and reporting forms available

Call 800-346-3860, option 2 suboption 3 or email for more information HSA Stuff.