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Develop practical knowledge and confidence in Health Savings Accounts (HSAs).
This course provides information about Health Savings Accounts (HSAs), including information for eligibility. The learner will also be able to differentiate between requirements for contributions and distributions. Upon completing this program, the learner will be able to:
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course Description
Seat Time: 1.25hrs - Desc:
This course provides information about Health Savings Accounts (HSAs), including information for eligibility. The learner will also be able to differentiate between requirements for contributions and distributions. Upon completing this program, the learner will be able to:
T1. Introduction to HSAs: This topic will define Health Savings Accounts (HSAs) for the learner and will explain the advantages of HSAs for both individuals and employers.
T2. HSA Eligibility: This topic will familiarize the learner with HSA participation by explaining HSA eligibility and ineligibility and the role of a custodian or trustee in HSA implementation.
T3. HSA Contributions: This topic will familiarize the learner with the ways in which HSA contributions can be made and focuses on employee and employer contributions.
T4. HSA Distributions: This topic will familiarize the learner with qualified HSA distributions, such as medical distributions, and also discusses tax savings and how rollovers work for HSAs.
T5. Medical Savings Accounts (MSAs): This topic will introduce the learner to Medical Savings Accounts (MSAs) by defining the term and and familiarizing the learner with record keeping requirements and how qualified medical expenses are determined.
Part of this learning pathway: Banking & Finance
Course pathway: eBSI Banking Academy > Banking & Finance > Health Savings Accounts (HSAs)
Explore more Banking & Finance training or return to the eBSI Banking Academy.
If you have any questions or would like to speak to one of our team before enrolling feel free to book a free video call with us by clicking the button below, we will be delighted to meet you on Google Meet!