HSAs: Tackling Common Administration Headaches & Mistakes

January 5, 2026

NEW

Frontline & New Accounts IRA & HSA Operations

Live Webinar

DateJan 5, 2026Duration90 minutes

08:00 AM PST09:00 AM MST

10:00 AM CST11:00 AM EST

Unlimited connections for your institution
Available on desktop, mobile & tablet
Take-away toolkit
Presenter’s contact info for questions

On-Demand Webinar

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Health Savings Accounts (HSAs) are not IRAs and treating them the same can lead to costly compliance errors.

HSA administration involves unique rules, reporting, and correction procedures that every financial institution and benefits administrator must understand. Join our experts as they break down real-world examples, clarify best practices, and answer your HSA questions.

KEY WEBINAR TAKEAWAYS

Unique tax benefits of this tax-sheltered savings plan versus other popular tax-advantaged savings plans
Administrative considerations that apply specifically to HSAs
Strategies HSA owners may employ to maximize their HSA savings
Areas where custodians and trustees do not go far enough — or go too far — with HSA administration
Reporting HSA transactions during the HSA owner’s lifetime and after the HSA owner’s death

BONUS MATERIALS

IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans
Job aid: Handling HSAs After Death of HSA Owner

WEBINAR DETAILS

Health Savings Accounts (HSAs) are distinct from IRAs and come with their own administrative rules and challenges. From mistaken employer contributions and distributions to overdrawn accounts, death processing, and administrative overreach — these situations can get tricky fast. This webinar takes a deep dive into the most common HSA mix-ups and equips you to handle them with confidence. We will also address those “oddball” scenarios that land on your desk and answer your toughest questions.

WHO SHOULD ATTEND?

Frontline staff
Managers of those fielding HSA transactions and questions
Compliance staff

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.