We are doing a new HSA brochure. Other than the obvious contribution limit changes needing to be set forth in the brochure, do any of the other changes signed into law on December 20th need to appear in the brochure, or should they be handled verbally on a case-by-case basis by the representative opening the account?

Thanks!

Bump!

There are no regulatory requirements to include anything in a brochure about HSAs, unless you trigger the Reg. DD advertising rules of course. You are free to put as little or as much into your brochure as long as it is factual and not "unfair or deceptive".