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HSA/HRA Kit Training Class |
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HSA/HRA Kit Training Seminar
Interested in utilizing Health Reimbursement Accounts (HRAs) or Health Savings Accounts (HSAs) for your organization?
Our HSA/HRA Kit gives you everything you need to get started, including: - Sample HSA and HRA Legal Documents
- Sample HSA and HRA Summary Plan Descriptions
- Filing Instructions
- Board of Directors Resolution
- Adoption Agreement by other entities
- Sample Claims Forms
- Sample Enrollment Forms
- Sample Communication Materials
- Sample Proposal to use with clients
- Sample PowerPoint and Corel Presentations Slide Shows
- CD and diskette of the Documents
- IRS regulations and rulings
- Published Articles on HSAs and HRAs
- Trust Agreement, Trust Document, 501c9 Trust Document
- List of Qualified Non-Bank Trustees and Custodians
- Requirements to become a Trustee and Custodian
- Sample Marketing Letter
- Comparison Spreadsheets between HSA, HRA, and FSA
- 109 Documents, Files, and Articles
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Price |
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$505.00
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