HSAs: Tackling Common Administration Headaches & Mistakes

Date:

Jan 5, 2026

Register

Health Savings Accounts (HSAs) are not IRAs and treating them the same can lead to costly compliance errors.

HSA administration involves unique rules, reporting, and correction procedures that every financial institution and benefits administrator must understand. Join our experts as they break down real-world examples, clarify best practices, and answer your HSA questions.

Agenda

January 5, 2026
11:00am - 12:30pm EST

Health Savings Accounts (HSAs) are distinct from IRAs and come with their own administrative rules and challenges. From mistaken employer contributions and distributions to overdrawn accounts, death processing, and administrative overreach — these situations can get tricky fast. This webinar takes a deep dive into the most common HSA mix-ups and equips you to handle them with confidence. We will also address those “oddball” scenarios that land on your desk and answer your toughest questions.

Topics

KEY WEBINAR TAKEAWAYS:

  • Unique tax benefits of this tax-sheltered savings plan versus other popular tax-advantaged savings plans
  • Administrative considerations that apply specifically to HSAs
  • Strategies HSA owners may employ to maximize their HSA savings
  • Areas where custodians and trustees do not go far enough — or go too far — with HSA administration-- Reporting HSA transactions during the HSA owner’s lifetime and after the HSA owner’s death
Speaker(s)

Loni Porta
Convergent Retirement Plan Solutions, LLC

Loni Porta is the director of education at Convergent Retirement Plan Solutions and has been with the company since 2004. An industry leader in IRA, HSA, and retirement plan education, Loni plans, budgets for, and builds training and education products and solutions for financial organizations nationwide. An avid student of learning styles and adult learning principles, Loni incorporates her skills into Convergent’s training and education products and services.

She attended North Dakota State University in Fargo, ND, and came to Convergent after her tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement consulting and training firm in Minnesota. While at UPI, Loni helped design the industry’s first IRA-specific designation program (the American Bankers Association's Certified IRA Services Professional (CISP) program) and NAFCU’s Certified IRA Professional program.

Additional Information

WHO SHOULD ATTEND?

  • Frontline staff
  • Managers of those fielding HSA transactions and questions
  • Compliance staff

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Fees

Live Webinar - $279

  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions

On-Demand Webinar - $279

  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank