Presented by: Matt Irvine, Area Director, Health Equity
Location: The Founders Inn, 5641 Indian River Road, Virginia Beach, VA 23464
Registration and Lunch: 11:15 am - Noon
Presentation: Noon - 1:00 pm (*NOTE: Due to HRCI guidelines lunch will not be available after Noon.)
(Approved for recertification credits)
Attendees will discover trends in HSA growth, current legislation, rules/regulations and learn how to use the HSA as Consumer Driven Healthcare Strategy to reduce current medical spending while preparing their employees for medical expenses today and in retirement. After reviewing the growth trajectory and updated DOL fiduciary standards we will visit Health Savings Account foundational laws governed by the Internal Revenue Service and Department of Labor. This will give attendees the knowledge to position the HSA within their current benefits portfolio and allow them to see the ways in which an employee and organization can benefit from the reduced premium costs and tax savings. Special attention will be given to the investment aspects of an HSA as compared to traditional retirement strategies to demonstrate the convergence of this products for holistic retirement planning. The presentation will wrap up with some guidance on implementing the CDHP strategy with HSAs.