HSA Workshops

Get the benefit of our experienced instructors and extensive curriculum without leaving the office with our on-site HSA workshops. From basic to comprehensive, our HSA workshops offer flexibility and customization and give practical understanding of critical rules and operational issues.

HSA Frontline Fundamentals: A basic foundation on HSAs

  • Introduction to HSAs
  • Establishing HSA Fundamentals
  • HSA Distribution Fundamentals
  • HSA Portability Fundamentals

HSA Workshop: Covers all aspects of maintaining a successful HSA program

  • Introduction to HSAs
  • Establishing an HSA
  • HSA Funding
  • HSA Distributions
  • HSA Portability
  • HSA Compliance

For more information and to register, call 800-346-3860, option 2, suboption 3.