Health Savings Account (HSA) Expert Certificate

Health Savings Account (HSA) Expert Certificate

A comprehensive overview of HSA requirements for financial institutions and benefits administrators. Designed to help HSA providers and their staff master key requirements, situations, and strategies to better serve HSA account holders, the certificate is the product of HSA Consulting Services and its president and founder, Roy Ramthun, and is distributed in cooperation with the ABA HSA Council.

Registration also includes a digital copy of the HSA Owners' Manual.


Course Titles

You must complete the following: Click here for details on sessions

  • Overview of Health Savings Accounts
  •  HSA Eligibility
  •  HSA Contributions
  •  HSA Distributions
  •  HSA Account Administration
  •  HSA Benefits, Strategies, and Best Practices
  •  How Much Do You Know About HSAs?

The estimated time to complete these 7 courses, plus the exam, is 3.5 hours.

Individuals who successfully complete the course and the timed 1 hour, 40 question online exam earn a 3-year HSA Expert Certification from HSA Consulting Services. You are limited to 3 tries on this exam.

Audience
Operations, sales, marketing, product design, compliance, and human resources. Also appropriate for bank affiliates and partners, such as health insurance brokers, financial advisors, and financial planners.

HSA Certificate Pricing - you will be connected to ABA Learning website to purchase
ECFC Members: $795 | Nonmembers: $1,095

Renewal: After the 3rd year, the certificate holder must retrain on the whole bundle because the regulations change each year.

ECFC Members CLICK HERE to apply

Non Members CLICK HERE to apply

Questions? Karen Raudabaugh 202-659-4300 ext. 102 kraudabaugh@ecfc.org


 

Health Savings Account Expert Certificate (HSAe) Course Description

A comprehensive overview of HSA requirements for benefits administrators and financial institutions. Earning this certificate will help you to fully understand the eligibility requirements, contribution levels, account administration and best practices and strategies to better serve HSA account holders.

Included Courses:

 Overview of Health Savings Accounts
An overview of how HSAs and high deductible health plans (HDHPs) address core prob- lems in health care and a comparison of HSAs to other tax-advantaged accounts for health care (i.e., FSAs and HRAs)

HSA Eligibility
Eligibility rules for HSAs as well as the responsibilities of trustees/custodians to confirm HSA eligibility.

HSA Contributions
A review of the rules that govern HSA deposit requirements and investments, including an- nual contribution limits, and the considerations employers, trustees and custodians have responsibility for.

HSA Distributions
A review of the responsibilities trustees and custodians have for tracking withdrawals, including the rules for tax-free withdrawals and the requirements for transfers and rollovers between accounts.

HSA Account Administration
An overview of trustee and custodian record keeping requirements including time limits, account fees, tax documentation and compliance requirements.

HSA Benefits, Strategies and Best Practices
HSAs have some distinct advantages over retirement accounts and other tax-advantaged health care accounts. Review the advantages and potential disadvantages of HSAs.
How Much Do You Know About HSAs?
Strategies for getting the maximum advantage from an HSA program and sample test questions.

The Health Savings Account (HSA) Expert Certificate is the product of HSA Consulting Services, LLC. and its President and Founder, Roy Ramthun, and is distributed in cooperation with the ABA HSA Council. Individuals who successfully complete the certificate and included online exam earn a 3-year HSA Expert Certification from HSA Consulting Services.

Upon completion of the HSAe Certification you will receive 4 ECFC Continuing education units.

 

 

CREDENTIAL PROGRAMS PROVIDED BY THE FLEXIBLE COMPENSATION INSTITUTE, LLC, A WHOLLY OWNED SUBSIDIARY OF ECFC.