Understanding Health FSA Reimbursements

From Acne Treatment to Weight-Loss Programs and Beyond

Available immediately

There is always something new with health FSA reimbursements! Whether you sponsor health FSAs for your own employees or provide administrative services as a TPA, correctly applying the reimbursement rules is critical. Test your current level of compliance in this 90-minute web seminar. Our experts will review and reevaluate the rules, emphasizing the latest guidance and most challenging expenses.

Originally presented on November 5, 2009.

Seminar Level


Intermediate Difficulty

Topics Covered

Here’s some of what was covered:

  • Understanding what qualifies as medical care under Code § 213(d) so you can create a framework for analyzing new, difficult or unusual expenses.
  • Dealing with difficult expenses, including exercise programs and equipment, orthodontia, imported drugs, and more.
  • Recent IRS guidance on OTC “close calls,” like sunscreen, wheelchair cushions, compression hose, and others.
  • Following appropriate procedures for substantiating health FSA expenses. Are store receipts sufficient? What documentation is needed for dual-purpose expenses? What about recordkeeping?
  • Special issues for health FSAs using debit cards, including how to evaluate card programs and procedures for correcting improper payments.
  • Incorporating ERISA claims requirements into your reimbursement procedures.

Details

Speakers: Jody L. Dietel and Susan R. Monkmeyer. Ms. Dietel is the Chief Compliance Officer for WageWorks, Inc. WageWorks is a third-party administrator with a nationwide client list. Ms. Monkmeyer is an attorney, Senior Editor at EBIA, and the Editor and a Contributing Author of EBIA’s Cafeteria Plans manual.

Handouts: A handout of the seminar slides and other information is provided through download.

Viewing Details

Accessing the recorded web seminar: After you purchase a recorded web seminar, you will receive an email with access information. You and your co-workers may then view the recording as many times as you wish for 60 days. An internet connection is required to view the recording; it can be stopped and started as needed and has a table of contents for easy navigation.

Recordings are accurate as of the date presented: Our recordings are accurate as of the presentation date of the live seminar. We supplement handout materials with articles from the EBIA Weekly covering significant later developments. You must check the table of contents at your access link for updates before viewing a recorded seminar.

Please respect our copyright: Do not record the web seminar, share the access link, or duplicate materials. For details on our copyright policy, please visit our Copyright page.

System Requirements for Recorded Web Seminars

EBIA uses WebEx technology for the seminar. You may wish to view system requirements, test your system and download any necessary WebEx software here:

http://www.webex.com/lp/jointest/

If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.