Delivering the HSA Program Your Members Expect

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About the Webinar 

Want to manage a successful HSA program more effectively? During this course, our experts touch on the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and the difference between qualified and nonqualified distributions.

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Presented By

Stacy Torkelson
Stacy Torkelson

ERISA Consultant | Ascensus

Stacy Torkelson is a Consultant with the Ascensus ERISA Compliance Department. As a Consultant, she assists clients with technical compliance questions through Ascensus' 800 Consulting Service. Her expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, flexible spending arrangements, health reimbursement arrangements, 125 plans, and various employer-sponsored retirement plans, such as 401 (k) plans, 403 (b) plans, SEP plans, and SIMPLE IRA plans.