- How to determine eligibility for HSAs, understand contribution limits, and manage midyear changes like Medicare entitlement and adoption rulings. - How HSAs provide unique tax advantages and the essential tax forms and reporting rules for compliant administration. - Common errors related to contributions and distributions, and strategies to avoid penalties. - The compliance rules for coordinating HSAs with FSAs and HRAs, and how to manage rollovers and grace periods. - Practical tips for brokers and employers to stay compliant, including non-discrimination testing, plan documents, and proper HSA management.

By the end of this webinar, you will be able to: Identify current HSA market trends and adoption patterns Develop engagement strategies to boost HSA participation Learn how to structure HSAs effectively for maximum impact Explore cost-saving models that benefit both employers and employees Stay ahead of regulatory shifts and emerging industry trends