Maximizing the HSA Benefit for Employers and their Employees

Please feel free to save or share this link to refer back to this offering. For in depth information or for scheduling, please visit the activity site directly as detailed in the activity description.
24 Jan

Maximizing the HSA Benefit for Employers and their Employees

Maximizing the HSA Benefit for Employers and their Employees

Friday, January 24, 2025 (12:00 AM) to Friday, January 22, 2027 (11:59 PM)
1 PDCs
Provider: UMB Bank Healthcare Services
Course Name: Maximizing the HSA Benefit for Employers and their Employees

Speaker: Bradley Christianson, Mark Griffiths, Matthew Clarkin, Mark Robich, Michael Bennet, Bill Venne, Beth Gremaux, Kathy Goffer, Ruste Pontenberg
Program Type: Seminar/Workshop
Registration URL: https://www.umb.com/hsa
Maximizing the HSA Benefit for Employers and their Employees, Kansas City, Missouri
Email Details

 Review the major characteristics of the health savings account  Provide a strong understanding of why the HSA is vital in assisting with the challenges facing employers and employees as they grapple with ever-increasing healthcare costs.  Present strategies on how the HSA can be maximized to assist individuals successfully handle the challenge of paying healthcare costs both today and in retirement?

You're Registered!
Section #1: HSA 101  2025 Requirements of a Qualified High Deductible Health Plan  Characteristics of an HSA  Tax Treatment Comparison: HSA/401(k)/Roth  2025 HSA Contributions  Account Comparison: HSA/FSA/HRA Section #2: Why the HSA Matters  Healthcare Costs Today  Healthcare Costs in Retirement  Medicare and IRMAA Surcharges  Long-Term Care Insurance Section #3: HSA Strategy: Taking Advantage of the Flexibility of the HSA  Potential Flow of Assets in Accumulation  Retroactive Use of Receipts  Adult Children & HSA Contributions  Fast Tracking HSA Contributions Section #4: HSAs, Social Security & Medicare  HSA Contributions & Social Security  HSA Contributions & Medicare Section #5: Employer Opportunities & Compliance  Levels of Employer Involvement with the HSA  Comparability Rules  Non-Discrimination Rules  Advantages of Including HSA in 125 Plan  Employer HSA Contributions Matter  Tax Benefits of the HSA  Compliance Issues  Next Steps

Maximizing the HSA Benefit for Employers and their Employees
Maximizing the HSA Benefit for Employers and their Employees
1010 Grand Blvd
Kansas City, MO 64106-2225

Map & Directions