The HSA Training & Certification Program

The HSA Training & Certification Program uses our award-winning training system to help employers and HR professionals establish and manage a Health Savings Account (HSA) plan.

The Program includes plain-English descriptions of the various requirements, processes, and procedures, as well as numerous examples, administrative tips, and interactive Q&A to help provide valuable insight into compliance requirements.

The Program also includes an optional test for those who wish to earn a "Certified HSA Administrator" designation. This Program also qualifies for six hours of PHR and SPHR re-certification credits!

Learning Objectives

Besides the basics, you'll also learn:

• Plan design options
• How to establish and communicate your HSA to your employees
• To properly handle HSA contributions and distributions
• To correctly integrate HSA with other laws
• To implement and follow the various procedural and documentation requirements

Certifications / CE Credits / Awards

Become A "Certified HSA Administrator"

Earn 6 Hours Of SHRM Or HRCI Re-Certification Credits

Recipient Of The ASTD "Excellence In Design" Award

What Are The HSA Requirements For Employers?

To open an HSA account, you need to enroll in a high deductible health plan (HDHP). This can be an HDHP that you purchase on your own or through your employer. If through an employer, your employer must offer a qualified HDHP. To adminster HSA accounts, you must know:

• HSA Design Options
• What and HSA can be used for
• How to establish and communicate an HSA
• Maximum permissible contribution amounts
• Whether contributions can be made via lump sum or at intermittent intervals
• Age limitations
• Take and track HSA Contributions
• Handle HSA Distributions, Reimbursements, and Administration
• Integrate Your HSA With FSAs And Other Health Plans

Who Should Use The HSA Training & Certification Program?

Our HSA Training & Certification Program is ideal for human resource professionals and HR department heads who handle the day-to-day HSA issues and administration.

It is also good for HR Managers or CFOs who seek satisfaction knowing that their administrators are properly trained and up to date on HSA issues. Last, individuals looking to add value to their job experience can earn the valued "Certified HSA Administrator" designation.

Pricing/More Info/Purchase

Your HSA training can be purchased as a Training & Certification Program ($799) or Manual ($799) only, or combined ($999). We also offer discounts for purchasing training for multiple employees or administrators.

Organizations enrolling three or more individuals also receive our Management Interface at no cost. This interface lets managers view employee progress, test scores, and any incorrectly answered test questions - great for remedial training!

About The HSA Procedures Manual

Get instant answers for your HSA questions - as well as all your HSA-required forms and notices - with our searchable HSA Procedures Manual.

Available as an online resource so that you always have the most up-to-date version, this package includes all HSA-required forms, notices, and recommended procedures, and is easily accessible from either the Table of Contents or the links throughout the Manual.