HSAs: 10 Facts Everyone Should Know (But Probably Don’t)

Overview

Date: Tuesday, August 14, 2018

Time:  On Demand

Cost: Complimentary

Produced and Sponsored by:

HSA enrollment is at an all-time high. By the end of 2017, more than 22 million people were enrolled in HSAs, with assets totaling about $45 billion. However, many account holders lack even basic knowledge, preventing them from getting maximum value from their accounts.

In this complimentary webcast you’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level. You’ll also discover:

• How to increase HSA enrollment among your clients’ employees
• Why HSAs can allow tax-free spending after retirement
• Which other retirement accounts HSAs can complement
• How to make a tax-free transfer of IRA funds to an HSA

PLUS – Receive a complementary white paper that outlines HSA and Healthcare spending trends!

Speaker Names & Bio’s

Holly Doering-Powell

SVP/Director of Sales and Client Experience 

UMB Healthcare Services

Holly is responsible for the business development and growth strategy of the organization. She has over 25 years of corporate management, business and relationship development, and practical experience in healthcare payments, financial services and information technology consulting. Her background includes a variety of sales, account management and partner development roles across a diverse spectrum of consumer-driven healthcare and retirement, benefit administration technology and payment card processing markets.

Roy Ramthun

President and Founder

HSA Consulting

Roy “Mr. HSA” Ramthin is the President and Founder of HSA Consulting and is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He led the U.S. Treasury Department’s implementation of HSAs following their enactment in 2003 and was tapped by President George W. Bush to be his health care policy advisor, where Roy developed the President’s proposals to expand HSAs, while overseeing the implementation of the Medicare prescription drug benefit (Part D). As an advocate for consumerism in health care, Roy is a frequent speaker at conferences and seminars around the country.