Benefits AMA: Everything you wanted to ask about LSAs

Get answers to some of the toughest LSA questions

Designing and running a Lifestyle Spending Account raises hard questions for almost every benefits team. How do you get leadership to say yes? How do you keep the program simple enough to run? And how do you roll out changes without sparking backlash?

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In this conversation-first session, experts from Forma’s Customer Success, Implementation, and Account teams answered real questions from benefits professionals and shared candid advice drawn from their experience helping employers launch and manage LSAs.

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The conversation covered:

• Making the business case for an LSA, including how to convert existing programs instead of building from scratch
• Designing for simplicity, from setting eligible categories to creating guardrails that prevent year-one headaches
• Rolling out changes and communicating them effectively, even when facing pushback from a vocal minority
• Answering real LSA questions about funding, benchmarks, program design, and rollout