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HSA Workshop

HSA Workshop

Program Overview

Attend the HSA Workshop for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues. This workshop covers all aspects of a successful HSA program.

Who should attend?

You should attend this seminar 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.

Course topics may include:

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 an HSA after the HSA owner’s death
  • Ensure accurate distribution reporting
HSA Portability
  • Distinguish the rules for transfer 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 associates 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.

A pdf of the materials will be emailed out to participants along with the Zoom invite. The program will be recorded and available for up to 30 days afterwards.

Please note: Each link is uniquely coded and may only be used by the individual registered for the course. We ask that you do not share the link and reserve the right to remove unregistered attendees.

Registration Fee (This fee includes materials)

Member: $250.00
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

July 22, 2020
9:00 AM - 12:15 PM - morning session
12:15 - 1:15 PM - lunch
1:15 - 4:00 PM - afternoon session



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 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.

7/22/2020 9:00 AM - 4:00 PM
At Your Desk

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