IRA & HSA Update

The same is true for HSA rules, and HSA participation is growing rapidly. Administering these products is already a tough job, and the fact that it’s so easy to make mistakes with your clients' retirement assets by not being aware of recent (or even not so recent) law changes makes the job even tougher. It’s imperative that new rules are communicated throughout your organization, and that legacy rules are blotted out. In this session, we'll go through recent changes large and small so you can update your communications and policies and procedures, getting your staff what they need to keep you at the top of your game.

Further details will be available 45 days prior to the webinar date.