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HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth

Aired: Tuesday, November 13, 2018

1.25 CTFA, 1.25 CRSP

Explore and identify the latest trends in the Health Savings Account Market and connect "Health and Financial Wellness." Optum Financial Services covers three core topics in this recording. Get your questions answered!

Discussion Highlights:

  • The regulatory environment post-Fiduciary Rule: what it means and what happens next
  • With the DOL Fiduciary Rule's demise, what are the regulatory requirements for fiduciary status?
  • Overall trends in the Health Savings Market and the continued growth in participation and contribution
  • How banks and institutions can benefit -- and earn money in this arena
  • "Simple is the new Smart," how to leverage technology to increase consumer engagement with your HSA customers
  • How long term savings and setting investment goals are changing how consumers behave and their overall utilization of health care


  • Deborah Culhane, President and CEO, Optum Bank, Senior Vice President, Optum Financial Services
  • Glen J. Kvadus, Jr., Vice President, Optum Financial Services
  • Roy Ramthun, President and Founder, HSA Consulting Services
  • Kevin McKechnie, Executive Director, Health Savings Account (HSA) Council, Senior Vice President, American Bankers Association

 Continuing Education Credits


ABA Professional Certifications has approved this program for 1.25 CRSP and 1.25 CTFA continuing education credits for the live program and the recording.

CPE logo Recordings are not eligible for CPE credits. 

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


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ABA Member • $210
Non-Member • $310



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