WEBINAR or TELEPHONE SEMINAR
WHEN AND WHERE December 18, 2008 2:00-3:30p (CST) Webcast or Telephone *Audio is over normal phone lines with visuals over the web
Health Savings Account Administrators, IRA administrators, Customer Service Representatives, Compliance Officers, Auditors and Trust personnel who handle or audit HSAs
Health Savings Accounts (HSAs):
Recent IRS Issues Clarified
ABOUT THE PROGRAM In 2008 the IRS and the U.S. Treasury Dept. made changes and clarifications in
three areas of Health Savings Account administration: Eligibility, Issues for Employers and Direct Transfer of IRA to Health Savings Accounts. In this webcast, we will examine these important new guidelines. These changes impact your Health Savings Account customers, employers and their employees and IRA administration. WHAT THIS SESSION WILL COVER: Issue #1 Eligibility Rules Contribution Amounts Full contribution rule Testing Periods Failure to remain an eligible individual Excise tax on excess contributions HSAs not used for qualified medical expenses Examples Issue #2 IRA to HSA Transfers General rules Tax treatment of HSA funding distributions Qualified funding from certain types of IRAs Maximum amount of qualified HSA funding distribution One time qualified HSA funding distribution No distribution date Procedures for making transfer Testing period rules Issue #3 Comparability Rules for Employers What happens when employee fails to open HSA? Notice Requirements Employer accelerating contributions to employees INSTRUCTOR Deborah Crawford, gettechnical, inc. is president of gettechnical inc. She specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, complex compliance regulations and IRAs. She began her banking career with Hibernia National Bank, and holds both a bachelor’s and master’s degree from Louisiana State University.
WHO SHOULD ATTEND
Telephone Site License: $225/$260* Webcast Site License: $225/$260* CD Rom (PC only) & Handout Training Set: $210/$245*
REGISTRATION & COST
(new option) Webcast and CD Rom: $329/$364
NEW, IMPROVED CD ROM Complete with the audio and visual presentation from the original webcast plus participant handouts. To register, mail in form and check, fax (651) 687-9387 or email nwareham@communitybanks.org. Make checks payable to ICBM Education *Nonmember cost
Health Savings Accounts: IRS Issues Clarified REGISTRATION FORM Thursday, December 18, 2008 2:00-3:30p (CST)
Circle One: A. Telephone Site License: B. Webcast Site License: C. CD Rom (PC only)/Handout Training Set: D. Webcast and CD Rom (new option) $225 $225 $210 $329 $260 $260 $245 $364 (nonmember) (nonmember) (nonmember) (nonmember)
Webinar participants are able to view online visuals as the presentation is delivered. Registrants receive a toll-free number and pass code. The session is one hour and 15 minutes with an additional 15minute Q&A. Seminar materials are sent prior to the broadcast with hook-up instructions. Your PIN, hook-up instructions, and handouts can be emailed or mailed. To receive the email, you need Acrobat Reader (free at www.adobe.com). As an added benefit, you may purchase a CD (PC use only)/handout set and have an “off-the-shelf” training program. *NEW: In addition to the audio track from the original program, all products contain the presenter’s PowerPoint presentation from the webcast.* When you play the CD you now experience a webcast that is very close to the “live” event.
Name Title Bank Address City Phone Email
Check here if you are unable to receive your hook-up instructions/materials via the web. Hard copies will be mailed to you.
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2600 Eagan Woods Drive Suite 200 Eagan, MN 55121 Phone: 651-687-9080 Fax: 651-687-9387 www.communitybanks.org
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Make checks payable to: ICBM Education