Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

In 2004, the Health Savings Account program was signed into law to help relieve the pain cause by high deductible health insurance plans. As premiums skyrocketed back in the early 2000's, the "semi" cost effective way of dealing with higher out-of-pocket expenses was by opening a tax-deductible account earning tax-free interest when used for a qualified medical expense.

Over the last 15 years there have been many changes to HSAs so this annual update is a necessity when it comes to keeping up with the latest rules and regulations.

Covered Topics

  • What are the HSA Cost of Living Adjustments for 2021?
  • What happens to a Family plan when one spouse enrolls in Medicare?
  • Are customers eligible to have an HSA if they dropped their health insurance?
  • What happens when an HSA owner dies?
  • What are the reporting requirements by the bank and the HSA Customer?
  • What are the new qualified tax-free medical expenses?
  • Who can the funds in the HSA be used for?
  • How are non-qualified withdrawals from an HSA taxed and penalized?
  • Is there a time limit for an HSA owner to be reimbursed from an HSA for out-of-pocket medical expenses?

Who Should Attend?

All bank personnel involved in opening, processing and answering questions regarding Health Savings Accounts - including CSRs, Call Center Reps, Operations and Compliance.

Instructions

Live Plus Five - $265
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $295
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $345

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $365
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $395
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Webinar (02/25/21 10:00AM - 12:00PM)


Online Registration

promo 3

Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

learn more
promo 2

Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

learn more