Slide Deck

37 Slides available anytime
  • 37 Slides

Health Savings Accounts (HSAs) - How Can Three Little Letters Be So Complicated?


Avoid legal missteps under ERISA when administering your company's health savings accounts.

This topic will provide you with all the information you need to know to better understand HSAs. It will explain what an HSA is and how you can use an HSA in a tax advantaged way. We will discuss what types of activities and insurance coverage disqualifies an individual from being an HSA qualified individual, (i.e., an individual eligible to make and receive tax qualified contributions to an HSA). We will examine what happens when an employer offers an HSA qualified individual free health services (i.e., free telehealth services or comprehensive care through its on-site clinic). We will also explore HSAs for individuals who are Medicare eligible.



Amy M. Gordon

Amy M. Gordon

Winston & Strawn LLP

  • Partner in the Chicago office of Winston & Strawn LLP
  • Regularly advises clients on their self-funded and insured health plans, wellness programs and on-site clinics; also works with service providers to structure these products for their plan customers
  • Handles fiduciary issues, including prohibited transactions and other ERISA Title I matters and represents clients before the U.S. Department of Labor and Employee Benefits Security Administration
  • Assists on-shore and off-shore investment funds in structuring their products to comply with the plan asset rules, or to avoid plan asset fund status; she is knowledgeable and provides guidance to master and feeder funds, VCOCs, and REOCs
  • Assists clients and service providers in designing and maintaining compliant flexible benefit, life, medical, dental, pharmacy, employee assistance programs (EAP), educational assistance, disability, supplemental health, severance, health savings accounts (HSAs), health reimbursement accounts (HRAs), and other types of voluntary or ERISA covered welfare plans
  • Consults with clients regarding the design of their plans, direct provider contracting options, and assists with compliance of wellness programs and initiatives; she has extensive experience with assisting clients who transition their employees and/or retirees to the public and private Marketplace Exchanges
  • J.D. degree, Hofstra University; B.S. degree, Penn State University

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.