Introduction to HSAs


Learn how to manage the bank’s HSA program more effectively. In the WiBinar, explore the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions.

To request playback, email Montana Townsend at​

Learning Objectives:

  • Explain the benefits and basic concepts of health savings accounts (HSAs)
  • Understand HSA eligibility requirements, contribution limits, and reporting requirements
  • Describe HSA tax benefits and portability rules
  • Recognize the difference between qualified and nonqualified distributions


Ben Maas
Senior Training Consultant, ERISA Department

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for:

Trust Administrator, New Accounts Representative, Client Relationship Manager, Personal Banker, Universal Banker, Compliance Officer