2007 HSA Compliance Guide: A Primer on the Most Critical Treasury, IRS and DOL Guidance Issued Over the Past Two Years

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Since the birth of health savings accounts (HSAs) in 2004, the Treasury Dept., Internal Revenue Service (IRS) and Dept. of Labor have released a steady stream of rules that define the accounts and explain how they are to be used. 2007 HSA Compliance Guide: A Primer on the Most Critical Treasury, IRS and DOL Guidance Issued Over the Past Two Years offers an easy-to-understand interpretation of seven rounds of guidance issued between early 2005 and early 2007.

You’ll read in-depth analysis — plus the actual government guidance(s) — on the rules that clarify how HSAs are to be treated. Specifically, these rules define how and when funds from health reimbursement arrangements (HRAs), flexible spending accounts (FSAs) and individual retirement accounts (IRAs) can be transferred to an HSA. They also explain when debit cards can be used to access HSA dollars, and how employers that offer HSA contributions can sidestep problems related to the Employee Retirement Income Security Act of 1974 (ERISA).

2007 HSA Compliance Guide also examines the Tax Relief and Health Care Act of 2006 — a landmark piece of legislation on which IRS and Treasury soon are expected to release additional guidance. This report offers a sneak peek at some of the questions and answers that will likely be included in the highly anticipated “HSA Grab-Bag” guidance.

From the editors of the industry leading Inside-Consumer Directed Care, the 2007 HSA Compliance Guide is designed to help you navigate the multitude of complex rules surrounding HSAs. Order your copy today!

 

Table of Contents

Introduction

HSA ‘Grab Bag’ Guidance

• New ‘Grab Bag’ HSA Guidance Will Tackle At Least 40 Tricky Questions, IRS Chief Says

HRA and FSA Rollover Guidance

• New HSA Guidance Includes Surprising FSA Rollover Restrictions, Clarifies HRA Transfers
  Treasury, IRS Issue Guidance Helping Employees Transition to HSAs
  Part III - Administrative, Procedural, and Miscellaneous

Debit Cards and HSAs

• IRS Rules, Technology Could Help Cards Solve CDH Payment Issues
  Internal Revenue Bulletin: 2007-2
• IRS Debit-Card Rule Moves Industry Several Steps Forward, but a Few Back, Experts Say
  Part I — Section 105. - Amounts Received Under Accident and Health Plans

Tax Relief and Health Care Act of 2006

• Lame-Duck Congress Defies Odds, Passes Long-Sought-After HSA Fixes; Bush Signs
• Efforts From Thomas, DeMint Applauded by HSA Supporters
• HSA Law Allows Larger Deposits, Ends ‘Prorated’ Contributions
• New HSA Law Will Boost Balances, Induce Fierce Competition Among Financial Firms
• New HSA Rule Gives Consumers, Employers More Reason to Enroll
• Blues Plans Predict New HSA Rules Will Boost HDHP Sales This Year
• President Bush Signs Bill to Make Health Care More Affordable, Accessible

ERISA Rules

• Employers Won’t Trigger ERISA by Paying HSA Fees, DOL Says
  Field Assistance Bulletin No. 2006-02
  Treasury and IRS Issue Final Regulations on Employer HSA Contributions
  Department of Treasury — Employer Comparable Contributions to Health Savings Accounts under Section 4980G
• Dept. of Labor Bulletin Clarifies ERISA Questions, Could Encourage HSA Growth
• Experts Tackle Tough Questions About Treasury’s HSA Guidance
  Field Assistance Bulletin No. 2004-1
• New HSA Comparability Guidance Called Good News for Employers, Health Plans
• IRS Tweaks Comparability Rule; Employer Contributions Less Risky

FSA Grace Period and Rollover to HSAs

• FSA Transition Relief Solves and Creates Problems for Employers
• Treasury and IRS Issue Guidance on FSA Grace Period and HSA Eligibility
• Health Savings Account Eligibility During a Cafeteria Plan Grace Period

Extension Period for FSAs

• Treasury’s FSA Extension Means 75 Extra Days to Use Before Lose
• Treasury and IRS to Provide More Time to Spend FSA Funds
  Internal Revenue Bulletin: 2005-23

 

Written By

This book was written by the editorial staff of AIS.

 

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