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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Is a Health Savings Account (HSA)?
What Events and Coverages Disqualify a Person From Making or Receiving Tax-Free Contributions to an HSA?
How Do HSAs Interact With Medicare?
HSAs and ERISA
What Makes an HSA Such a Good Investment?
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 10, 2021.
Call 1-866-352-9540 for further credit information.
- ASA 1.25
- This program may qualify for 1.25 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
HR Certification Institute 1.5
- This E-Learning program has been pre-approved for 1.5 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.25
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
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