Avoid legal missteps under ERISA when administering your company's health savings accounts.
This topic will provide you with all the information you need to know to better understand HSAs. It will explain what an HSA is and how you can use an HSA in a tax advantaged way. We will discuss what types of activities and insurance coverage disqualifies an individual from being an HSA qualified individual, (i.e., an individual eligible to make and receive tax qualified contributions to an HSA). We will examine what happens when an employer offers an HSA qualified individual free health services (i.e., free telehealth services or comprehensive care through its on-site clinic). We will also explore HSAs for individuals who are Medicare eligible.
Agenda
Faculty
Amy M. Gordon
Winston & Strawn LLP
- Partner in the Chicago office of Winston & Strawn LLP
- Regularly advises clients on their self-funded and insured health plans, wellness programs and on-site clinics; also works with service providers to structure these products for their plan customers
- Handles fiduciary issues, including prohibited transactions and other ERISA Title I matters and represents clients before the U.S. Department of Labor and Employee Benefits Security Administration
- Assists on-shore and off-shore investment funds in structuring their products to comply with the plan asset rules, or to avoid plan asset fund status; she is knowledgeable and provides guidance to master and feeder funds, VCOCs, and REOCs
- Assists clients and service providers in designing and maintaining compliant flexible benefit, life, medical, dental, pharmacy, employee assistance programs (EAP), educational assistance, disability, supplemental health, severance, health savings accounts (HSAs), health reimbursement accounts (HRAs), and other types of voluntary or ERISA covered welfare plans
- Consults with clients regarding the design of their plans, direct provider contracting options, and assists with compliance of wellness programs and initiatives; she has extensive experience with assisting clients who transition their employees and/or retirees to the public and private Marketplace Exchanges
- J.D. degree, Hofstra University; B.S. degree, Penn State University
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