Introduction to Health Savings Accounts (HSA)

Jun 26, 2018 12:00pm -
Jun 26, 2018 01:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

This retirement webinar is designed to help you manage a Health Savings Account (HSA) program more effectively.  After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules as well as the reporting that is required by the government for all HSA providers.

This Healthcare Savings Account – HSA training also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits,  eligibility requirements, portability rules, and the difference between qualified and non qualified distributions.  This timely training should be considered mandatory for any professionals who must explain, open or maintain HSAs for customers on a regular basis.

Who Should Attend?

Human Resources personnel, Benefits, Compliance


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Category:NE Region Meeting
Early registration ends on Apr 13, 2018.
Regular registration starts on Apr 14, 2018 and ends on Dec 28, 2018.
Late registration starts on Dec 29, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00