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    Opening Health Savings Accounts in 2018

    Thursday, January 25, 2018 - 2:00 PM - 3:30 PM ET
    $249.00
    *
    With all the controversy and questionable future of the coverages offered by the Affordable Care Act, many people are considering new options and looking for tips on trying to save money on health insurance. Health Savings Accounts (HSA) are one interesting option to save money using health care plans.

    Overview

    With all the controversy and questionable future of the coverages offered by the Affordable Care Act, many people are considering new options and looking for tips on trying to save money on health insurance. Health Savings Accounts (HSA) are one interesting option to save money using health care plans. 

    Customers like HSA because they are a special tax-free savings account that can be used to save money for medical expenses when the person is enrolled in a qualified high deductible health care plan. HSA can also double as a savings vessel because the money in the plan can be withdrawn later if it is not used for medical expenses.  Health Savings Accounts have many benefits and can double as a savings vessel for you if you do not use the money in the plan for medical expenses.

    But the extent to which your Instituion must service account holders, plus your Institution's ability to navigate regulatory requirements, may determine if you can seize the opportunity to attract new deposits and deepen business banking relationships by offering HSA.

    In this webinar, you'll discover the good, the bad, and the ugly about Heath Savings Accounts. You will learn how to answer most customer questions about HSA, as well as how to open, document, and report these products correctly. Discover eligibility rules, contribution rules, and distributions from Health Savings Accounts during this informative program!

    Covered Topics

    • Background and key points on HSAs
    • What is a high deductible health plan
    • Eligibility and contribution rules
    • Testing period and consequences for not meeting the testing period
    • Customer tax issues on contributions
    • Moving and changing HSAs
    • IRA to HSA rollover
    • Insurance Issues
    • Distribution
    • IRS Reporting

    Who Should Attend?

    This webinar will benefit all Customer Service Representatives, Personal Bankers, New Accounts Personnel, Compliance Personnel, IRA Personnel, Frontline Personnel. 

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    Overview

    With all the controversy and questionable future of the coverages offered by the Affordable Care Act, many people are considering new options and looking for tips on trying to save money on health insurance. Health Savings Accounts (HSA) are one interesting option to save money using health care plans. 

    Customers like HSA because they are a special tax-free savings account that can be used to save money for medical expenses when the person is enrolled in a qualified high deductible health care plan. HSA can also double as a savings vessel because the money in the plan can be withdrawn later if it is not used for medical expenses.  Health Savings Accounts have many benefits and can double as a savings vessel for you if you do not use the money in the plan for medical expenses.

    But the extent to which your Instituion must service account holders, plus your Institution's ability to navigate regulatory requirements, may determine if you can seize the opportunity to attract new deposits and deepen business banking relationships by offering HSA.

    In this webinar, you'll discover the good, the bad, and the ugly about Heath Savings Accounts. You will learn how to answer most customer questions about HSA, as well as how to open, document, and report these products correctly. Discover eligibility rules, contribution rules, and distributions from Health Savings Accounts during this informative program!

    Covered Topics

    • Background and key points on HSAs
    • What is a high deductible health plan
    • Eligibility and contribution rules
    • Testing period and consequences for not meeting the testing period
    • Customer tax issues on contributions
    • Moving and changing HSAs
    • IRA to HSA rollover
    • Insurance Issues
    • Distribution
    • IRS Reporting

    Who Should Attend?

    This webinar will benefit all Customer Service Representatives, Personal Bankers, New Accounts Personnel, Compliance Personnel, IRA Personnel, Frontline Personnel. 

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    3 Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

    Tuesday, January 23, 2018 - 2:00 PM - 4:00 PM ET
    $249.00
    This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.
    Presenter:

    Christy Crawford

    Christy Crawford is president of Christy Crawford Consulting specializing in the education of banks and credit unions across the nation. Christy is an associate speaker for Gettechnical Inc. As a former trainer for Wal-Mart Corporation, and former V.P. of Gettechnical Inc. she brings her previous 12 years of sales and training experience to your financial institution. She earned a bachelor's degree from Louisiana State University and is BSA/AML certified. Her expertise is in the deposit side of the financial institution and focuses on teller, new accounts, IRAs, HSAs, robbery, security and BSA for the frontline training.