The Nuts and Bolts of Health Savings Accounts

    A Multnomah Group Webinar

    February 20, 2018

    Healthcare costs are rising in retirement. Many employers are utilizing high-deductible health plans as an option for their employees. Health savings accounts (HSAs) have entered the marketplace to address these colliding factors, but employers are often unsure where to begin their oversight of this benefit while employees are underutilizing their HSA given the lack of understanding and education about these savings vehicles. 

    During this webinar, we lead plan sponsors through the nuts and bolts of HSAs.  At the conclusion of the webinar, you will understand:

    • The basics of an HSA including who qualifies, the contribution limits, and how to save and spend with an HSA;
    • Common misconceptions about HSAs; and
    • Tips for selection and monitoring of an HSA provider.

    About the Presenters
    Bonnie_Treichel_headshot.pngBonnie Treichel, JD, is a senior consultant with Multnomah Group. She holds the CHSA designation. Facilitated by Access Point HSA, the designation combines an academic and practical understanding of how high-deductible health plans (HDHPs) and HSAs can be beneficial for both employers and employees. She is also the chair of the firm’s Technical Services Committee. Bonnie consults with plan sponsor clients, offering assistance on a variety of ERISA- and retirement plan-related matters.


    Hailey McLaughlin is a benefit analyst for Multnomah Group. She is a member of the firm's Technical Services Committee, assists with the development of quarterly investment reports and other deliverables, data analysis, and special projects as needed.



    About Multnomah Group
    Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax-exempt employers in the United States. Our firm’s core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.

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