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Course/Product Description

Title:

HSA/HRA Kit

Description: Interested in utilizing Health Reimbursement Accounts (HRAs) or Health Savings Accounts (HSAs) for your clients or 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
About The Provider: HR Consulting Group, Inc. (HRCG) is an international human resources and employee benefits consulting firm whose consultants have been in business since 1983. We are a values driven company.
Price: $500.00
More Info: Contact Us For More Information

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Keywords For This Course:
HRA, HSA, health reimbursement account, health savings account, health reimbursement accounts, health savings accounts



 

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