Seminar Overview
As the nationwide growth of health savings accounts continue to rise, financial organizations are beginning to see more complex transactions because of increased customer activity. This activity requires personnel to review their existing HSA procedures to ensure transactions are handled properly. This webinar explores 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.
Objectives
Attendees will learn the following.
- partial eligibility rules and testing period
- qualified HSA funding distributions
- popular investment alternative selections
- excess contribution correction methodology
- how to process mistaken distributions
- HSA beneficiary options
- distribution options after age 65
- IRS reporting requirements
Schedule
| 8:15 a.m. |
Zoom Waiting Room Opens |
| 8:30 a.m. |
Webinar Begins |
| 10 a.m. |
Adjournment
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About The Instructor
Matthew Dickinson has more than 20 years in banking and retirement and has held many titles within his career. Matt has worked for companies such as Ascensus, Merril Lynch, Wells Fargo and Frandsen Bank and Trust. On a day-to-day basis, Matt helps financial institutions gain and maintain their knowledge base to manage their IRA portfolio. He works at a fast pace and can win clients and prospects over by how he operates — focusing on the consequences of not moving from the status quo. Matt wants to create a lifelong relationship with his customers and welcomes all questions and inquiries throughout the program.
Registration
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Online |
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Email |
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Phone 573-636-8151 |
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Mail check payable to Missouri Bankers Association and form to:
Missouri Bankers Association
P.O. Box 57
Jefferson City, MO 65102 |
Registration Fees
- MBA Members
- $270 per person
- Fee includes presentation slides. Webinar recording not included.
- $500 All-Access Pass
- Fee includes webinar recording and presentation slides.
- Nonmember Fees
- $1,060 per person
- Fee includes presentation slides. Webinar recording not included.
Cancellation Policy
MBA understands that unforeseen circumstances may arise. The following cancellation policy has been established to ensure fairness and consistency for all participants.
Cancellation & Refund Schedule
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30 days or more prior to the event
Registrants will receive a 100% refund of the registration fee.
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14–29 days prior to the event
Registrants will receive a 50% refund of the registration fee.
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7–13 days prior to the event
Registrants will receive a 25% refund of the registration fee.
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Less than 7 days prior to the event
No refunds will be issued.
Substitutions
If you are unable to attend, you may transfer your registration to another individual within your organization at any time prior to the event at no additional charge. Please notify MBA prior to the event date.
Cancellation Process
All cancellation requests must be submitted in writing (email is acceptable) and will be processed based on the date received.
For More Information
Contact the MBA Education Department at 573-636-8151 or email.