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PLANSPONSOR and PLANADVISER Webinar: Your HSA Questions Answered
An educational webinar about health savings accounts

One outcome of the COVID-19 pandemic is the greater attention paid to benefit offerings. Employees are evaluating their benefits more, according to surveys, and employers are refining their benefits lineup to meet employees’ needs in a more competitive labor market. There’s an opportunity to meet employees’ health care coverage, financial wellness and retirement readiness needs with health savings accounts. Now is the time to consider the advantages of HSAs and the role they can play in meeting plan sponsor and participant goals.
However, plan sponsors and participants have many questions about HSAs—on how they work, what they cover and the tax treatment of distributions. Sponsors also want to know how to communicate about the benefit and increase employee use. During this webinar, attendees will:
• Increase your understanding of health savings accounts through a comparison with the features of something you’re more familiar with—401(k) or 403(b) plans;
• Learn how to position HSAs on your menu of benefits; and
• Hear tips for increasing engagement with HSAs by different employee population types.
Whether you already offer this valuable benefit or are considering doing so, or if you are an adviser wanting to help clients make benefits decisions, this webinar has something for you!

01:00:00

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Speakers

Spencer Walters
Partner @Ivins, Phillips & Barker
Spencer Walters advises HR professionals, in-house counsel and tax professionals on all aspects of benefits and compensation law. In addition to advising on day-to-day administration of health plans and retirement plans, he regularly handles the benefits aspects of mergers and acquisitions and counsels clients through post-M&A implementation and integration issues. Spencer’s practice also includes employment tax and fringe benefit matters. He enjoys working with in-house counsel, tax and payroll personnel, and human resources professionals to attend to day-to-day administrative challenges and respond to new challenges. Spencer has a Juris Doctor, 2010, from the University of Michigan Law School, and a B.A. from Haverford College.
Liliana Salazar, Esq.
Chief Compliance Officer, Pacific Region, Employee Benefits @HUB
As Chief Compliance Officer for the Pacific Region for HUB International Limited, Liliana is responsible for addressing public and private employers’ health and welfare responsibilities under federal and state laws and city ordinances. She works closely with HUB’s service teams and clients to develop short-and long-term strategies that will allow clients to remain in compliance while addressing clients’ financial and human capital needs. Liliana interacts with regulatory agencies such as the Department of Labor, the IRS, the U.S. Treasury Department, the Centers of Medicare and Medicaid Services, the Department of Health and Human Services, the Equal Employment Opportunity Commission and state insurance departments to discuss the applicability of laws and regulations to group health plans. Liliana possesses 25 years of experience in addressing the compliance and regulatory needs of employers and their group health plans.
Jamie Greenleaf
Senior Vice President, Retirement and Wealth @OneDigital
Jamie has spent her entire professional career helping employers and employees navigate the retirement space. She has been with Cafaro Greenleaf since 1993 and a principal since 1997. Cafaro Greenleaf was acquired in 2020. Jamie serves on the Advisory Boards of Prudential and American Century and John Hancock, as well as participated in the Leadership Council for the National Association of Plan Advisors (NAPA). She is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Greenleaf holds a BA in Business Administration from Delaware Valley College, is a Registered Financial Advisor and is Life and Health insurance licensed. Jamie is also a Registered Investment Advisor representative and holds series 7, 26, and 63 licenses. Jamie founded HSAgateway in 2019 now known as TILT Jamie currently resides in Rumson, NJ with her husband and two sons.
Amy Resnick
Executive Editor @PLANSPONSOR