Compliance Training

When you need specific information about HSAs, the Health Savings Account Compliance & Operations Manual has it. As with IRAs, HSAs require strict adherence to IRS regulations. This manual gives clear explanations on HSA eligibility, document, contribution, distribution, and reporting requirements. Use it to stay in compliance and avoid potential penalties and HSA disqualification. This manual is in digital format. 

The answers are right at your fingertips when you have the Desktop Guide to Health Savings Accounts. The basics of HSAs are covered in an easy-to-read, question-and-answer format. As HSA rules continue to evolve and changes occur each year, reach for this handy digital booklet to give your clients the right information every time. This guide is in digital format.

This comprehensive toolkit includes everything you need to deliver customized, basic HSA training.

When you need specific information about IRAs, the Individual Retirement Account Compliance & Operations Manual has it. IRAs require strict adherence to IRS regulations. This manual gives clear explanations on IRA eligibility, document, contribution, distribution, and reporting requirements. Use it to stay in compliance and avoid potential penalties and IRA disqualification. This manual is in digital format.

Refer to the IRA Fact Book when you need concise answers to some of the more common questions and topics you and your colleagues field from clients on a day-to-day basis. Organized in a user-friendly, question-and-answer format, this is one digital book you won’t want to do without. This book is in digital format.

This comprehensive toolkit includes everything you need to deliver customized, basic IRA training.