Sessions
Concurrent Session
HSAs: The Basics and Beyond
Convention Center 144
Tuesday 06/21/2016 02:15 PM - 03:30 PM
1.25 SHRM PDCs, 1.25 HR Credit
| Competencies: Consultation, Communication, Critical Evaluation
| Intended Audience: Mid-Level
Workplace Application:
This session will help you gain insight into HSA account features that should be communicated to employees to help increase employee approval and enrollment rates.
HSAs are emerging as one of the most powerful health care tools for employers and employees. However, education amongst employers and employees continues to be a major hurdle, as many employers tend to communicate only the most basic HSA information. This session will explore the hidden depths of HSAs and discuss ways to make HSA employee communications more effective. You will leave this session with an understanding of:
- The key HSA attributes that should be communicated to employees.
- The Triple Tax Advantage and ways to maximize tax saving.
- The various HSA funding options available and how to best combine different funding strategies.
- How the HSA can be used as a retirement savings vehicle.
- How HSAs can be stacked with other consumer driven accounts.
Presenter:
David Lindgren, senior manager, Compliance & Public Affairs, Flexible Benefit Service Corporation (Flex)