Forma provides customizable spending accounts and flexible benefits programs designed to meet the needs of employees. The platform simplifies the administration of employee benefits with a user-friendly interface.

Forma

Forma | 8,239 followers on LinkedIn. Benefits that flex to fit™ | Forma is a life benefits platform that enables modern companies to design and scale flexible, global benefits programs with options that fit employee’s lives, from health and wellbeing to lifestyle – and beyond.

Forma radically streamlines program administration and vendor integration across HR and Finance Teams, making flexible benefits easy to manage and delightful to experience.

1. Customize your program
Select from a variety of ready-to-run life benefits programs that best match your strategy and global coverage needs.

2.

General Partner at Emergence Capital

Kevin Spain

Chief People Officer at Alludo, Board Chair at Field Middle // Veteran, Bass Player // former PayPal, OpenTable, Airbnb, Yahoo, StubHub, CapitalOne

Scott Day

David Goudreau

Insurance Industry and Insurtech Executive | Founder/CEO of first DSS app for healthcare and voluntary insurance benefits | Innovator, Team Builder &…

Kevin Dunn

🎶 Claim of the week! 🎶 This week, we’re featuring a member who used their Lifestyle Spending Account (LSA) to pick up a new skill—flute lessons! 🎵 The member had always wanted to learn an instrument, and thanks to their LSA, they were able to sign up for weekly lessons without worrying about the extra cost. Now, they’re mastering the basics, improving their focus, and adding a little more creativity to their daily life, all while enjoying a rewarding new hobby. Have you used your LSA to learn something new? Share your experiences in the comments! #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount

"I don't think you can get much better than this." Since 2015, Point has empowered 10,000+ US homeowners with a team of 150+ remote workers and global contractors. Moises Lopez, HR Rep at Point, shared with Forma how their benefits program transformed. 🌐 Flexibility first: Point's Total Rewards go beyond basics, reflecting transparency, inclusion, and alignment. 🌍 Meeting diverse needs: A traditional gym benefit wasn’t enough—they needed a global solution. 🧘♀️ Enter Forma: Partnering with Forma, they offered flexible wellness benefits beyond gyms. 📈 Instant success: 70% of employees enrolled in Forma’s wellness wallet within 30 days. 🎉 See how they did it here: https://lnkd.in/ghjf7CJ4 #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount

One common question we get about LSAs: Are the dollars put into an LSA tax deductible for employees like a pre-tax account? The answer is, LSAs are typically considered a taxable benefit. This means employers include the amount of each LSA reimbursement in the employee’s gross income, applying income and payroll taxes at the time of reimbursement. (There are some exceptions for certain expenses, like medical and dependent care.) We’ve compiled 11 essential FAQs for HR admins and employers to help you understand LSAs and how they can support your organization in 2024. Check out the full list here: https://hubs.la/Q02WyNdk0 What questions did we miss? Let us know in the comments below! #FlexibleBenefits #EmployeeBenefits #Forma #LSA #FormaInsights

🎃 Claim of the week: Halloween edition! 🎃 This Halloween, one of our members gave their family the ultimate festive upgrade—by renting a cotton candy machine with their Lifestyle Spending Account (LSA)! Talk about a treat! 🍬 Not only did it add extra fun to their spooky celebration, but it also made their house the must-stop destination for the neighborhood kids. And the best part? It was all covered by their LSA benefits! Have you used your LSA to make your Halloween extra special? Let us know how you celebrated in the comments below! #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount #HappyHalloween

Happening tomorrow! 🤔 Want to learn more about Forma’s LSAs? Join our 30-minute group demo on 10/30—no 1:1 meetings necessary! 📅 Wednesday, October 30 🕐 11 a.m. PT | 2 p.m. ET In this quick session, we’ll cover: ✅ How LSAs increase employee satisfaction and help your company save ✅ Three different ways employees can spend their benefit dollars ✅ Proven tips to design a successful LSA program Ready to dive into Lifestyle Spending Accounts? We look forward to seeing you there! 👋 Register here: https://hubs.la/Q02V_YSn0 #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount

In Nick Berger 's words: "We're not going to stop until CF means Cure Found." A heartfelt thank you to Nick Berger , Aon , and the Cystic Fibrosis Foundation for an unforgettable Happy Hour for Heroes LA event! Forma was truly honored to join the mission to support CF research and stand alongside passionate advocates. Last week in Los Angeles, we gathered to rally around a shared goal: transforming CF from a daily challenge to "Cure Found." Inspiring support poured in at last week’s Happy Hour for Heroes LA event, raising over $65,000 this year—and more than $200,000 since the event began five years ago. Thank you to everyone who made this event possible. Your efforts are making a difference. Special thanks to: Nick Berger Vanessa Bennington GBDS, RHU,CSFS Shaina F. Natalie Kanooni Brock Marini Jane Suttmeier, MBA Kelli Carson Justin Traasdahl Cystic Fibrosis Foundation - Southern California Chapter #CFF #AON #Forma

What a great night of networking, relaxation, and remembrance at Happy Hour for Heroes Los Angeles. Between our New York and Los Angeles annual fundraisers, we raised $65,000 this year to help fund Cystic Fibrosis (CF) research, and have raised over $200,000 since the inception of the event five years ago. I am so proud of what Happy Hour for Heroes has become! Our mission is clear: to honor and remember all the heroes that never came home on 9/11, including my father, Jim Berger, while raising money toward a cause that was important to him - making CF stand for Cure Found. I can't thank the Cystic Fibrosis Foundation and all our corporate sponsors enough for making this event a huge success. Until it's done! Gold Sponsors: Aon Forma The Casale Family Bronze Sponsors: LawGuard Legal Plan EY Cigna Healthcare Headspace Progyny, Inc. Delta Dental Ins. HealthEquity Garner Health United Concordia Dental Blue Shield of California Carrot Fertility Spring Health Reliance Matrix Personify Health Lincoln Financial TeePublic Clover and Crane Stevens & Berger Attorneys at Law True Vibes Photobooths Olga Belinsky Photography

Nick Berger

😄 Claim of the Week 😄 Sometimes, stepping out of your comfort zone can lead to unforgettable experiences. This week, we’re highlighting a member who used their Lifestyle Spending Account (LSA) to fund a thrilling ziplining adventure! The member had always been curious about ziplining but never had the chance to try it. Using their LSA, they booked a day trip, soaring through the treetops and taking in breathtaking views. It became more than just an adrenaline rush—it was a unique way to disconnect, recharge, and push personal boundaries, all while staying active outdoors. Whether it’s an outdoor adventure, fitness activity, or simply exploring a new hobby, LSAs offer the freedom to choose experiences that bring you joy. How have you used your LSA for an unforgettable experience? Share your story below! #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount

What an unforgettable few days at HLTH USA 2024! 🎉 A big thank you to everyone who stopped by the booth—it was amazing to meet so many forward-thinkers in the health space. It's always a pleasure seeing Forma members as well! Congrats to all the winners of the Meta Quest giveaway! We’re already excited about what’s in store for next year. Let’s keep driving innovation in health and wellness! Jane Suttmeier, MBA , Matthew Blood , Lauren Stranko, MS, CPT , Shelby Lewis , Samantha Hickman (Robbins) , Marissa O. HLTH Inc. #HLTHUSA #FlexibleBenefits #Forma #EmployeeBenefits #LifestyleSpendingAccount

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