Upcoming Webinars


March

Prevent This Year's FSA from Disqualifying Next Year's HSA

Janine Haar, GBA, 60 minutes

Many employers and employees may not realize that having an FSA one year can impact an employee’s ability to contribute to an HSA in the following year. Attend this session to learn more about:

  • The advantages of stacking an HSA with compatible FSAs and HRAs
  • How FSA rollover can disqualify HSA eligibility in the following year
  • How FSA grace period can disqualify HSA eligibility in the following year
  • Case Study: Finding HSA solutions to prior FSA with Employee Benefits Corporation

Register and attend!

Due to Daylight Saving Time on March 3rd, the hyperlinked webinar registration pages have our webinar times listed an hour earlier. The below times accurately represent our webinar times.

  Tues, Mar 12, 2019 12:30 PM – 1:30 PM CDT
  Thurs, Mar 21, 2019 9:30 AM - 10:30 AM CDT


Downloads

Slide Handout

The Q&A will be available just after the webinar.

Past Webinars


February

ERISA Compliance: Wrap Plan Document and Form 5500 Filing Requirements

Sue Sieger, ACFCI, CAS, 60 minutes

By attending this webinar you'll learn:

  • What is a Wrap Plan?
  • Who needs one and why?
  • Which plans should be included?
  • What is the consequence for not having a Wrap Plan?

We will also discuss the Form 5500 filing requirements for health and welfare plans and the consequences of failing to file returns timely.


Downloads

Slide Handout

Webinar Q&A