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July Business Services
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Team Leader

Nova 401(k) Associates
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Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
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Regional Sales Director-Heartland

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Consulting Actuary

Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Relationship Manager – Defined Contributions

Daybright Financial
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Independent Retirement
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Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

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Plan Administrator

Stones River Consulting
(Remote / TN)

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Director of Regulatory Operations and Compliance

PCS Retirement
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Relationship Manager

Daybright Financial
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Plan Administration Analyst

EPIC RPS
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Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

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HSA Fundamentals

Ascensus

Feb. 5, 2026
2:00 p.m. ET
Webinar

Our experts teach on the fundamentals of HSAs and basic HSA compliance rules. You will gain an understanding of HSA benefits, eligibility requirements, documentation and reporting requirements, contribution rules and limits, portability rules, and the difference between qualified and nonqualified distributions.

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