What Fits Us Best - Comparison of FSAs, HRAs, and HSAs
Date:
Wednesday, July 8, 2009 (11:30)
Contact Name:
Nancy Gilbert
Contact Email:
ngilbert@sarofim.com
Contact Phone:
713-308-2717
Location:
DoubleTree Guest Suites 5353 Westheimer Houston,
2 hr CE for Insurance, Human Resource, Accounting, & Legal Professionals
The purpose of this educational session is to review the criteria of
health flexible spending arrangements, health reimbursement arrangements, and
health savings accounts - how they are established and run, some of the best
practices, and some of the most common mistakes.
We will also discuss
what is new in each program - new medical expenses eligible for reimbursement
under Code Sec. 213(d), special protection for employers including Benefit Card
technology, and what may be changing for flex plans in the near future such as
removal of the "use it or lose it" provision.
We will also provide a
side-by-side comparison of the programs - how they are similar; how they are
different and the advantages and disadvantages of each. And how some changes to
the plans may make them look even MORE alike!
And we have MAJOR changes
that went into effect for HSAs. The "beauty" of these programs has really been
enhanced, but they still might not work for you or your employees.
Our
speaker is Ouida Peterson, owner of ATTITUDE IS EVERYTHING and part-owner of
CompLink, a COBRA and HIPAA Administrative Service. Her business time is shared
with public speaking engagements and insurance sales and consulting.
Ms.
Peterson has been involved with the COBRA and HIPAA regulations since their
introduction. Her 23 years of working for Blue Cross and Blue Shield and in the
Agent community has given her much of the practical knowledge needed to
administer these programs.
She has received the NAHU Distinguished
Service Award and numerous Texas Association of Health Underwriter service
awards including the Outstanding Texan of the Year and in 2000, the
Association's most coveted honor of recognition, the Hollis Roberson Award. She
is recognized as a Charter Board Member of the National Association's Education
Foundation and has served on the State Association Board since 1993.
COST: WEB Members: $30 (pay in advance); $35 (pay at door)
Non-Members: $40 (pay in advance); $45 (pay at door)
