Navigating Healthcare Payment Accounts

This course provides an overview of tax-advantaged healthcare payment accounts, including Health Savings Accounts, Health Reimbursement Arrangements, and Flexible Spending Accounts. Learners will compare account ownership, contributions, distributions, carryover, eligibility, qualified medical expenses, integration requirements, plan documentation, and key compliance considerations.

Key:

Complete
Failed
Available
Locked
Acknowledgement
Agree to terms to continue.
Agree to terms to continue.
Health Reimbursement Arrangements
Begin self-paced component package.
Begin self-paced component package. This module explains how health reimbursement arrangements work, the major HRA types, eligible expenses, integration requirements, plan documents, privacy, and employer compliance.
Health Savings Account
Begin self-paced component package.
Begin self-paced component package. This module covers HSA eligibility, contributions, distributions, qualified medical expenses, tax advantages, Medicare considerations, investments, custodians, and practical examples.
Flexible Spending Accounts
Begin self-paced component package.
Begin self-paced component package. This module explains Section 125 plans and flexible spending accounts, including eligibility, account types, contributions, reimbursements, integration, documentation, and compliance.
Tax Advantage Plans
Begin self-paced component package.
Begin self-paced component package. This module compares tax-advantaged benefit accounts by ownership, contributions, distributions, carryover, eligibility, tax treatment, and how the accounts may work together.
Course Survey
2 Questions
2 Questions IMPORTANT: This survey needs to be completed in order to complete the course and get your certificate.