Panel Discussion: New Perspectives on HSAs

  • 12 Feb 2019
  • 5:00 PM - 6:30 PM
  • Stoel Rives, LLP 760 SW 9th Ave, Suite 3000, Portland, OR 97205



Panel Discussion:  New Perspectives on HSAs

A Health Savings Account is a complicated and wonderful tool that allows employees to pay for medical expenses with tax-free dollars.  Although HSAs make healthcare and medicine more affordable for consumers, they are not appropriate for all employers.  Sometimes other tax-free and tax-deferred vehicles are a better option for delivering reduced healthcare costs.  And, employers sponsoring HSAs must carefully navigate myriad IRS and Department of Labor compliance rules on HSAs.  Please join us on the evening of February 12 at Stoel Rives, LLP as our panel of experts explain when an HSA is the right choice for an employer while attempting to simplify the complex statutory and regulatory framework surrounding HSAs.

About Our Panelists:

Garth Rouse

Garth Rouse, owner of Garth T. Rouse and Associates, a life and health agency in Salem, Oregon, and former owner of Professional Benefit Services, Inc., a third party administration firm, has spoken at various venues on a variety of subjects mostly having to do with employee benefits (125, 401k, Transportation, HRAs, HSAs, etc.).  He has also served on numerous boards including non-profits and eight years on the school board for the Cascade School District. Garth's hobbies include attending Oregon State athletic events, traveling and spending time with his four grandchildren.  

Jim Walton

 Jim Walton has worked for Regence BCBS of Oregon for over 10 years and currently serves as Vice-President of Business Development.  Prior to Regence he served as Benefits Manager for the Timber Operators Council (TOC) Benefit Trust covering over 200 wood product companies with 20,000 covered lives.  He has also worked for PacficCare of Oregon in various sales leadership roles.  Jim served as Chairman for the Oregon Purchaser Coalition and also co-chaired a governor's task force on prescription drugs.  He served on the board of directors for Make a Wish Oregon for 6 years and is currently a board member of The Dougy Center. 

Kara Backus

Kara Backus, an attorney with Bullard Law, practices exclusively in the areas of employee benefits and executive compensation.  She has experience with qualified and non-qualified retirement plans, health and welfare benefit plans, executive compensation issues and the employee benefits aspects of mergers and acquisitions.  Kara volunteers her time with the Oregon Retirement Savings Board and is the former President of the Portland Chapter Western Pension & Benefits Council.  In her free time, Kara enjoys walking, hiking and gardening.

The event will be held at Stoel Rives. Wine, beer, and appetizers will be from 5:00 p.m to 5:30 p.m., and the panel discussion will be from 5:30 p.m to 6:30 p.m.

Registration is free for members and $50 for non-members.

Mark you calendars for these upcoming WP&BC Portland Chapter Events, and stay tuned for more information!

January 16, 2019

New Year Social and Wine Tasting

5:30 p.m. to 8:00 p.m

Location:  Hotel Rose

March 7, 2019

The ABC’s of 404(a)5, 408(b)2 and 404(c); Panel Discussion on Investment Disclosures

5:00 p.m. to 7:00 p.m. 

Location:  Moss Adams

April 25, 2019

WP&BC Spring Conference 

8:00 a.m. to 5:00 p.m.

Location:  Oregon Convention Center

Western Pension & Benefits Council Portland Chapter

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