Health Savings Accounts - Getting them RightFriday, January 17th, 2020
1:30 pm - 3:00 pm CT
Length: 1 hr 30 min Sponsored by Credit Union Webinars
The uncertainty on the rules and regulations of HSAs and whose job is what, breeds mistakes created by the member and the credit union.
Although they haven't changed much in the last 16 years, our understanding of the rules and responsibilities may ease the day-to-day corrections we are currently providing when the members make their mistakes.
Who Should Attend?
New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Member Services Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who "oversees" the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.