Event Profile

This foundational webinar provides a comprehensive overview of Health Savings Accounts (HSAs) and essential compliance guidelines. Led by industry experts, the course covers HSA benefits, eligibility criteria, documentation and reporting standards, contribution limits, portability rules, and distinctions between qualified and nonqualified distributions. Participants will gain the knowledge needed to effectively manage a successful HSA program. For advanced topics, see HSAs – Advanced.

Learning Objectives:

• Gain essential knowledge of common HSA transactions and rules.
• Learn about the contributions and distributions of an HSA.
• Understand the requirements that must be met to open an HSA.

Duration: 60 minutes 

Presented live and recorded on 3/26/26.