Webinar: Opening Remarks and How HSAs Work by PLANSPONSOR

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About This Webinar

If you are new to health savings accounts (HSAs) or would like a refresher, this session will cover the features of the accounts and rules regarding them that plan sponsors need to know, including eligibility requirements, tax treatment rules and allowable expenses. Speakers will also discuss features and rules added by legislation related to the COVID-19 pandemic.

Presenters

Rebecca Moore

Managing Editor-Digital, PLANSPONSOR

Jamie Greenleaf

Lead Advisor and Principal, Carfaro Greenleaf

Jamie has spent her entire professional career helping employers and employees navigate the retirement space. She has been with Cafaro Greenleaf since 1993 and a principal since 1997.
Jamie serves on the Advisory Boards of Prudential and American Century and John Hancock, as well as participated in the Leadership Council for the National Association of Plan Advisors (NAPA). She is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Greenleaf holds a BA in Business Administration from Delaware Valley College, is a Registered Financial Advisor and is Life and Health insurance licensed. Jamie is also is a Registered Investment Advisor representative and holds series 7, 26, and 63 licenses.
Jamie founded HSAgateway now known as TILT in 2019.
Jamie currently resides in Rumson, NJ with her husband and two sons.

Roy Ramthun

Founder and President of HSA Consulting Services, LLC

Roy Ramthun is a nationally recognized expert on health savings accounts and consumer-directed health care issues. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Ramthun to be his health care policy adviser at the White House, where he developed the President’s proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). As Founder and President of HSA Consulting Services, LLC, Ramthun continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country. Ramthun has over 30 years of health care and public policy experience, both in government and in the private sector. He has served on the staff of the U.S. Senate Committee on Finance and the U.S. Health Care Financing Administration (now known as the Centers for Medicare & Medicaid Services). He also spent eight years with Humana Inc. and two years leading the West Health Policy Center. Ramthun holds a Master of Science degree in Public Health from the University of North Carolina, and a Bachelor of Science degree from the University of Michigan.

Zack Hoffmann-Richards

Associate, Groom Law Group

Zack Hoffmann-Richards advises clients on a variety of healthcare matters, providing counsel to plan sponsors, insurers, and third party administrators on a broad array of issues relating to ERISA, COBRA, HIPAA, ACA and MHPAEA. He also advises clients on compliance issues related to wellness programs under HIPAA, ADA, and GINA.

Zack assists employers in designing health plans and supports insurers in designing new products. He also counsels employer plan sponsors and issuers through U.S. Department of Labor investigations and other regulatory actions.
Immediately prior to joining Groom, Zack served as an Associate Director in Willis Towers Watson’s Health and Benefits Compliance group where he counseled Fortune 500 companies in the local market as well as nationally on all aspects of employee benefit plan compliance with a focus on health and welfare compliance. He provided technical and strategic advice to clients regarding plan administration, nondiscrimination testing, reporting and disclosure, plan design and governance, with a constant focus on developing solutions that were both compliant and practical to administer.
Prior to Willis Towers Watson, Zack served for more than eight years as a Senior Investigator/ERISA Enforcement Advisor with the U.S. Department of Labor’s Employee Benefits Security Administration. In this role, Zack initiated, planned, coordinated, and conducted complex civil and criminal investigations of large and varied employee benefits plans, service providers, Taft-Hartley plans, Employee Stock Ownership Plans, trust departments, and other financial entities holding plan assets and/or providing investment advice to ERISA plan clients. He also investigated allegations of criminal misconduct (including theft or embezzlement from employee benefit plans, false statements, conspiracy, and other applicable provisions of the United States Code) and violations of ERISA, HIPAA, COBRA, and ACA.