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HSA Workshop

HSA Workshop

Who Should Participate

You should attend if you need to become more comfortable with HSA rules, are responsible for ensuring a compliant HSA department, or are responsible for internal systems, HSA transaction codes and proper HSA administration.

Make your attendance count towards your continuing professional education credits! The MBA will provide a certificate of attendance that you may submit to the appropriate advisory board.



Attend this full-day HSA workshop for a comprehensive HSA curriculum and a practical understanding of critical rules and operations issues.  This workshop covers all aspects of a successful HSA program.

Introduction to HSAs
  • Explain the benefits of an HSA
  • Discuss growth trends in the HSA marketplace
  • Define in-depth high deductible health plan (HDHP) requirements
  • Recognize the HSA eligibility requirements and the testing period rules
  • Describe exceptions to HDHP coverage
Establishing an HSA
  • Summarize the process for establishing an HSA and the required documents
  • Identify the requirements for amending HSA documents
  • Discuss past legislation that may have required an amendment
HSA Funding
  • Define the contribution limits and the deadline
  • Describe the last month rule and the testing period rules
  • Discuss the effect of changes in HDHP coverage during the year
  • State the rules for a qualified HSA funding distribution from an IRA and how they are reported
  • Ensure accurate regular contribution reporting
  • Discuss the effects of Medicare on funding eligibility
HSA Distributions
  • Summarize the tax consequences of qualified and nonqualified distributions
  • Describe ways to prevent an extension of credit to an HSA owner and the ramifications of a prohibited transaction
  • Communicate how HSA fees are handled
  • Describe a mistaken distribution
  • Correctly handle excess contributions
  • Explain how to handle excess contributions when an HSA has a zero balance
  • Explain the tax treatment of the HSA after the death of the HSA owner
  • Ensure accurate distribution reporting
HSA Portability
  • Distinguish the rules for transfers and rollovers
  • Ensure accurate rollover reporting
HSA Compliance
  • Identify the financial organization’s responsibilities in administering the HSA program
  • Recognize the information sources used for HSA guidance
  • Recognize financial organizations’ responsibility versus HSA owners’ responsibilities


This seminar will be taught by an associate from Ascensus. Ascensus instructors are recognized as some of the leading retirement plan experts in the industry. Instructors use classroom instruction, multimedia presentation, and real-world examples to create an ideal learning environment for attendees.

Registration Fee (This fee includes materials, lunch and refreshments)

Member: $295.00
Each additional registrant from same bank: $255.00
Qualified Non-Member $500.00

Note:  You will be given the option to pay by credit card or to invoice your company during the checkout process.

Dates & Times

August 7, 2019
Check in: 8:45 AM
Program: 9:00 AM - 4:00 PM


Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN  55344
Click here for directions


Lodging arrangements can be made at: Hyatt Place, Eden Prairie. Click here to make an online reservation, or call 
952-944-9700 - dial “0” for the front desk, (Ask for the Minnesota Bankers Association rate of $148.00, plus tax)

Cancellation Policy

The MBA reserves the right to cancel programs due to insufficient enrollment, instructor illness, or other reasons. Participants wishing to cancel must inform the MBA in writing prior to the event. Send cancellation notices to maryh@minnbankers.com. A cancellation fee of 25% of the program cost will be charged for withdrawing, or you may send a substitute. The full program fee will be charged for withdrawing after the event has taken place or a no-show. 

Special Needs

If you have a disability that may affect your participation in this program - or any dietary issues - please send a statement regarding any special needs to maryh@minnbankers.com at least two weeks prior to the program. We will contact you to discuss accommodations.
8/7/2019 9:00 AM - 4:00 PM
Minnesota Bankers Association 8050 Washington Avenue South Eden Prairie, MN 55344
Online registration not available.

Please note that you must be logged in to register online