JM Consultants, the SDBA’s endorsed IRA training and audit provider, will hold two HSA webinars in May.
An Introduction to Health Savings Accounts Webinar will be held on May 14 at 9:30 a.m. CDT. This 70-minute program will provide a solid foundation of operational and compliance issues associated with providing HSAs to customers including opening, maintaining and distributing procedures.
Health Savings Accounts—Beyond the Basics Webinar will be held May 19 at 9:30 a.m. CDT. This 70-minute program will explore the areas of employee eligibility, handling excess and mistaken distributions, investment diversification and product expansion including how HSAs are being touted as a retirement savings vehicle in addition to a health care coverage option.
Both webinars will be taught by Michael O’Brien with JM Consultants. The cost for each webinar is $195, with additional branch connections only $50 per connection.