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HSA Procedures Manual & Sample Forms

Online Course: ID# 1000072

Agenda

Current Trends In Health Care Costs
  • Cost Drivers
  • Demographic Trends
  • Prescription Drugs
  • Research & Technology
  • Medical Malpractice & Litigation
  • Economic Trends
Current Trends In Controlling Health Care Costs
  • Approaches To Control Costs
  • Increasing The Employee’s Share Of Total Costs
  • Reducing Benefit Levels
  • Changing Vendors
  • Instituting Disease Management Programs
  • Instituting Wellness Programs, Part I
  • Instituting Wellness Programs, Part II
  • Consumering Health Programs
  • Employer’s Responsibilities Regarding HSAs
Defining An HSA
  • Introduction To HSAs
  • Benefits Of A Health Savings Account
  • HSA Benefits: Participating In A High Deductible Health Plan
  • HSA Benefits: Who May Offer An HSA
  • HSA Benefits: Account Funding
  • HSA Benefits: Tax Benefits
  • HSA Benefits: Tax-Advantaged Accumulation
  • No Use It Or Lose It
  • HSA Benefits: Funds May Be Used For Non-Medical Reasons
  • HSA Benefits: Self Claims Substantiation
  • HSA Benefits: Account Portability
  • Eligible Individuals
  • Ineligible Individuals
  • Qualified Medical Expenses
HSA Design Options
  • Introduction To HSA Design Options
  • High Deductible Health Plan
  • Embedded Deductibles
  • Permitted Insurance & Permitted Coverage
  • Preventive Care
  • Prescription Drug Benefits And HDHPs
  • Other Coverage
  • Designing Reimbursement Plans To Work With HSAs
  • Employer-Provided HSAs
  • Employee Contributions
  • Eligibility Requirements
  • Funding
  • HSA Trust Or Custodial Account
  • HSA Trustee Or Custodian
  • Types Of Investments Available Under An HSA
  • Distributions
  • Rollovers
  • Plan Year
  • ERISA Compliance
Establishing & Communicating An HSA
  • Introduction To Establishing & Communicating An HSA
  • Plan Document
  • Summary Plan Descriptions
  • Summary Plan Descriptions: Style And Format
  • Summary Plan Descriptions: Distribution & Disclosure Requirements
  • Summary Plan Descriptions: Reporting Requirements
  • Summary Of Material Modifications
  • Summary Annual Report
  • Board Of Directors Resolution
  • Trust/Custodial Agreement
  • Salary Reduction Agreements
  • Plan Communications
  • Required Reporting
  • Other Employer Responsibilities
HSA Elections
  • Making An HSA Election
  • Making Election Changes
  • Status Changes
  • Leaves
  • HSAs & Cafeteria Plans
  • HSAs and HIPAA
  • Qualified Domestic Relation Orders
  • Revoking An HSA Account
  • Terminations
HSA Contributions
  • Contributions Permitted Under An HSA
  • When & How To Make Contributions
  • Contribution Limits
  • Contribution Limits: Eligible Individuals With Single Coverage
  • Contribution Limits: Eligible Individuals With Family Coverage
  • Plan Deductibles
  • Contributions By A Partnership To A Partner’s HSA Or By An S Corporation To A 2-Percent Shareholder’s HSA
  • Catch-Up Contributions
  • Employer Contributions Under A Cafeteria Plan
  • Consequences Of Over-Contributing
  • Comparable Contributions
  • Employer Contributions
  • Employer Contributions And Comparability Requirements
  • Comparable Participating Employee
  • Calculating Comparable Contributions
  • Testing For Comparable Contributions
  • Other Comparable Contribution Issues
  • Cafeteria Plans And Comparable Contributions
  • Penalties For Non-Compliance
HSA Distributions, Reimbursements, & Administration
  • Distributions
  • Distribution Rules & Procedures
  • Distribution Restrictions
  • Mistake Of Fact Distributions
  • Death Distributions
  • Transfers/Rollovers
  • Handling Transfer Requests
Integrating An HSA With FSAs And Other Health Plans
  • Introduction To Integrating An HSA With FSAs And Other Health Plans
  • High Deductible Health Plan: Basic Requirements Overview
  • Permitted Coverages
  • Health Flexible Spending Arrangement
  • Health Reimbursement Arrangement
  • Allowable Interaction Between FSAs And HRAs
  • Preventive Care
  • Prescription Drug Plans And State Mandates
Checklist For Establishing An HSA
  • Checklist: Establishing An HSA
Comparisons
  • Comparing HRAs With Health FSAs
  • Comparing Health FSAs and HRAs to HSAs, Part I
  • Comparing Health FSAs and HRAs to HSAs, Part II
  • Comparing Health FSAs and HRAs to HSAs, Part III
  • Comparing Health FSAs and HRAs to HSAs, Part IV
  • Advantages & Disadvantages HSAs Over Health Flexible Spending Arrangements (FSAs)
  • Advantages & Disadvantages Of HSAs Over HRAs
Custodial Forms
  • Custodial Agreement
  • Designation of Beneficiaries
  • Memo To Clients or Management
  • Disclosure Statement
  • Application & Eligibility Form
  • Single Account Contribution Form
  • Multiple Accounts Contribution Form
  • Transfer / Rollover Form
  • Withdrawal Form
Trust Forms
  • Trust Agreement
  • Designation of Beneficiaries
  • Memo To Clients or Management
  • Disclosure Statement
  • Application & Eligibility Form
  • Single Account Contribution Form
  • Multiple Accounts Contribution Form
  • Transfer / Rollover Form
  • Withdrawal Form
Order:
HSA Procedures Manual & Sample Forms
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