Advisor Considerations for HSAs and ERISA
Ann Brisk, Senior Vice President, HSA Bank (Moderator)
Shelby George, CEO, Perspective Partners
Roberta Casper Watson, Head of Welfare Benefits Department, The Wagner Law Group
Michael Wieber, Partner, Quarles & Brady LLP
April 22, 2020
For advisors working with or considering offering HSA investment programs, they must be aware of their duties and obligations under ERISA. This webinar will feature three ERISA attorneys who will speak on the advisor’s role when selling HSAs and providing fund line-ups as well as trends for broker-dealers and their compliance consideration.