Top 10 HSA Challenges and Mistakes Banks and CUs Make

Top 10 HSA Challenges and Mistakes Banks and CUs Make

Top 10 HSA Challenges and Mistakes Banks and CUs Make
Wednesday, February 19, 2020
2:00 – 3:30 pm (Eastern Time)

HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues that Ascensus’ consulting lines receive revolving around these increasingly popular accounts.

This timely HSA webinar training covers critical issues including:

  • Prohibited transactions
  • Distribution challenges and violations
  • Fraudulent activity
  • HSA limitations
  • Role of Medicare with HSA
  • And Much More!

Enroll now to help your bank or credit union avoid becoming a target or victim of these Health Savings Account challenges confronted by retirement professionals every day.

Instructors

Ascensus Leaders in Retirement Training

Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals,  employers, and individuals.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education,Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration
$249 for Webinar and Playback*
*Playback has no expiration.
 
When
2/19/2020 2:00 PM - 3:30 PM

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