This is a recorded program. The webinar will be sent to registrants on the morning of August 9.
This webinar is being presented by Ascensus, and is designed as an informational session to educate those already offering HSAs, as well as to answer questions as to why a bank might get into the HSA business. Some financial organizations may be reluctant to implement or develop an HSA program given the uncertainties that still surround these accounts and their place in the tax-qualified savings landscape. This course offers insight into the HSA market – including its growth, the prospects of future growth, and the reasons behind it all. This is the perfect opportunity to tap into the HSA market’s potential for your organization.
Robert Shipp – Consultant, Ascensus
Robert Shipp is a consultant with the Ascensus ERISA Compliance Department. As a consultant, he assists clients with technical compliance questions through Ascensus’ 800 Consulting Service. His expertise includes Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts, and various employer-sponsored retirement plans, such as 401(k) plans, 403(b) plans, SEP plans, and SIMPLE IRA plans.
Robert is a graduate of the University of Minnesota – Duluth, with a Bachelor of Arts in philosophy. He has earned the designation of Qualified 401(k) Administrator from the American Society of Pension Professionals and Actuaries, Certified IRA Professional from the National Association of Federal Credit Unions, and both the Certified IRA Specialist and the Certified Health Savings Professional from Ascensus.