Forma

🚨 𝗕𝗶𝗴 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗮𝗿𝗲 𝗰𝗼𝗺𝗶𝗻𝗴 𝗳𝗼𝗿 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 🚨 With the passage of the One Big Beautiful Bill (OBBB), signed into law in the U.S. on July 4, 2025, employers should be aware of several important updates that will affect plan design, eligibility, and tax treatment. Key highlights include: ✔️ Telehealth coverage will no longer impact HSA eligibility ✔️ Bronze and catastrophic individual ACA plans now qualify as HDHPs ✔️ Direct Primary Care models are newly compatible with HSAs ✔️ The DCFSA limit is increasing to $7,500 — the first adjustment in decades ✔️ Student loan reimbursement is now a permanent, tax-free benefit ✔️ Bicycle commuting remains excluded from pre-tax eligibility ✔️ New, tax-advantaged “Trump Accounts” were introduced for children 📘 Curious how these changes might affect your benefits strategy? We break it all down in our latest blog 👇 https://lnkd.in/dCt8HR4n

📊 𝗕��𝗻𝗲𝗳𝗶𝘁𝘀 𝗯𝘆 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 📊 According to Mercer’s recent Global Talent Trends report, the most popular answer from employees about how to improve total compensation is “more types of rewards and the opportunity to personalize” their comp package. At the same time, 58% of HR leaders say their rewards and recognition technology is already delivering ROI. But Mercer’s analysis illuminates a key challenge that remains: many employees continue to struggle with confusing systems and scattered access points. Ultimately, when it comes to rewards and recognition, there are too many portals, platforms, and steps involved in the experience. In a time when personalization and simplicity matter more than ever, employees want benefits that are flexible, easy to navigate, and designed with them in mind. Our take: It’s time to rethink the delivery of customizable benefits and bring everything into one intuitive, personalized experience. Curious how other companies are streamlining the experience and driving even more ROI? We’re here to help 👋

🤩 𝙔𝙤𝙪 𝘾𝙖𝙣 𝘾𝙡𝙖𝙞𝙢 𝙏𝙝𝙖𝙩?! 🤔 Running through mud counts as wellness? YES! In this week’s ��𝘰𝘶 𝘊𝘢𝘯 𝘊𝘭𝘢𝘪𝘮 𝘛𝘩𝘢𝘵?! spotlight, we’re featuring Jenna, who used her LSA benefit to sign up for a Tough Mudder event. Obstacle courses, teamwork, and a whole lot of grit. Jenna knew pushing herself physically would help clear her head too. This creative use of an LSA shows how wellness looks different for everyone. For some, it’s calm and quiet. For others, it’s a muddy challenge with friends and a finish line. We love how LSAs let employees choose what matters most to them. Mind and body included. Have your own interesting LSA story? We want to hear it. Share in the comments below 👇

The Forma Store gives your employees access to tools that support real development with real impact. 🎯 MasterClass helps new leaders build executive presence ✍️ Grammarly improves clarity and confidence in writing 🌍 Busuu enables better communication across global teams 🧘 WellnessCoach.com helps manage stress before burnout sets in 🎵Forte restores focus and creativity in high-impact roles Here’s why this matters. Employees who feel supported in their growth are 93% more likely to stay. Companies that focus on retention see a 22% boost in profitability. Professional development should feel personal and practical. With the Forma Store, it finally does. 📖 Read more in our latest blog post linked in the comments below.

📊 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗯𝘆 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 📊 Employees today expect their benefits to reflect their real lives. Case in point: Aon shared this as part of their 2025 Employee Sentiment Study: 🤗 72% of employees want benefit customization, yet only... 😬 41% say they actually have access to personalized benefits That gap says a lot. Personalization isn’t a nice-to-have anymore — it’s the baseline for meeting employee expectations. For HR and benefits teams, the challenge isn’t if personalization matters. It’s how to deliver it at scale, within budget, and without burning out your admin team. Our take? Personalization is only going to get more important. Now’s the time to start designing for it. 👀 Curious how? Let’s talk.

“𝗔𝗿𝗲 𝘄𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗼𝘂𝗿 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘄𝗮𝗻𝘁?” Benefits leaders ask this all the time, but without the right data, the answer is just a guess. That’s where employee benefits surveys come in. They’re one of the smartest tools for aligning your offerings with what your workforce actually values — yet sometimes they don’t get to the heart of what you really need to know. We recently published a guide with 𝟭𝟱+ 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝘀𝘂𝗿𝘃𝗲𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 to help you cut through the noise and get meaningful insights straight from your people. As a preview, here are a few of our favorites from the list: ❔How well do you understand your benefits package on a scale of 1-10? ❔If you could add one additional benefit to your package, what would it be and why? ❔Which benefit do you find least valuable or necessary, and why? ❔What types of benefits could further support a healthier or more active lifestyle for you? ❔Does the current benefits package promote diversity, equity, and inclusion? If not, how could we improve this? Plus, once you’ve got the data from your survey, we show you how to act on it with a benefits model that reflects your employees' real needs. Hint: it’s not another point solution tacked onto your ecosystem. It’s about flexibility, personalization, and choice — and that’s where LSAs come in. 📝 Check out the checklist: https://lnkd.in/eGMUystk If you’re serious about making your benefits strategy more data-driven and people-centered, this is a great place to start.

📊 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗯𝘆 𝘁𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 📊 Financial stress doesn’t clock out at 5pm, and employees are banking on benefits to help them cope. According to Transamerica’s latest Prescience 2026 report, nearly half of employers (47%) plan to offer a comprehensive financial wellness program by the end of 2026. Why? Because financial stress isn’t just personal, it affects engagement, productivity, and even retirement readiness. Here’s what else stood out to us: - 83% of experts say employees appreciate personal financial coaching - 76% agree employees will follow advice from tools like automated assistants or live coaches - And despite debates around ROI, 67% say employers will expect measurable returns from these program As financial wellness is fast becoming the new must-have, forward-thinking organizations are investing in holistic support systems like LSAs that meet employees where they are. 🔄 Could your total rewards strategy use a financial wellness refresh? Let's talk. #EmployeeBenefits #FinancialWellness #FutureOfWork #HRInsights #Forma #LifestyleSpendingAccounts

🤩 𝗖𝗟𝗔𝗜𝗠 𝗧𝗢 𝗙𝗔𝗠𝗘 🤩 Benefits are just benefits until someone turns them into something personal. That’s why we’re so excited to spotlight a story from one of our own, showcasing how flexible benefits can truly support wellbeing in action. Today’s feature: Julia Joy Rhan, M.Ed., CCMP, Revenue Enablement Manager at Forma! Joy used her Lifestyle Spending Account to pay for her Pure Barre membership, something that’s become more than just a workout. As Joy shares, “Barre started as a way to build strength, but over time it’s become a meditative part of my wellness routine. I recently hit my 500-class milestone! Every class brings something new, and I’m so grateful to have a benefit that supports this journey.” We’re cheering you on, Joy! 🎉 Scroll through to see her full story. This is what it looks like when benefits meet people where they’re at, whether that’s in the studio, on the trail, or wherever their goals take them. 🌟 Have your own LSA claim to fame? Or know a teammate with a story worth sharing? Drop a comment or message us to get featured next. ⤵️

🌟 𝗙𝗼𝗿𝗺𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟱 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 🌟 This month, we’re zooming in on how intentionality is shaping the future of personalized benefits. Inside this issue: •A message from CEO Jason Fan on why dedicated LSAs are the rising star of benefits personalization • 5 must-know insights from our 2025 LSAs benchmark report • New research revealing 93% of employers plan to maintain or expand wellbeing support • A 3-step video guide on how to fund your LSA without needing new budget • A look at the rise of family-focused benefits—because care at home drives performance at work • This month’s “You Can Claim That?!” moment: a sewing machine 👇 Dive into the June edition and subscribe to stay in the loop with the latest in flexible, personalized benefits

𝗛𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄! 👇 We’re hosting a live 30-minute demo of Forma and will show you exactly how Lifestyle Spending Accounts work. 🗓 Thursday, June 26 ⏰ 9:00 a.m. PT | 12:00 p.m. ET What you’ll learn: - How LSAs are solving real-world benefit problems - How Forma’s user-friendly platform looks and feels for employees - Advice on building a standout, high-impact LSA program 💬 Bring your questions! You’ll hear from: 📣 Justin Traasdahl 📣 Margot van den Broek 📣 Sam Keninger Save your seat here→ https://lnkd.in/gZKNwVgh