Date of Event

  • Monday, October 19, 2020

  • 2:00 – 3:30 pm (Eastern Time)

  • 1:00 – 2:30 pm (Central Time)

  • 12:00 – 1:30 pm (Mountain Time)

  • 11:00 – 12:30 pm (Pacific Time)

Curriculum

This retirement webinar training is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. 

Take your knowledge to the next level with a review of difficult HSA issues regarding

  • Eligibility requirements,
  • Employer contributions,
  • Excess contribution issues,
  • Prohibited transactions,
  • Mistaken distributions, and
  • Reporting.

Stay Updated with IRA Compliance!

Self-paced New and Refresher IRA Training

Don't let new regulations and changes get the best of you. Click below to learn how you and your staff can access basic IRA education from the comfort of your home or office!
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Stay Updated with IRA Compliance!

Instructor

  • Ascensus Leaders in Retirement Training

    Ascensus Leaders in Retirement Training


    Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Credits

1.5 CPE Credits & 1.8 AAP Credits