ROI tools

Benefits Value Assessment

Get help assessing your employee benefits programs and determining cost-effective solutions that add value with Forma's Benefits Value Assessment.

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Benefits Value Assessment: Optimize spend and demonstrate ROI

Forma’s team of benefits experts will provide complimentary consultation services to help you refine your program and stretch your budget further. Ultimately, the Benefits Value Assessment (BVA) will give you a custom blueprint for improving the value of your benefits program and helping you do more with less.

BVA is a three-step process:

  1. Data collection
    You'll start by sharing information about your current benefits program with us.
  2. Program analysis
    Our benefits experts will examine the information you provided about your current benefits program
  3. Workshop (15 minute)
    We’ll meet to review the analysis, validate assumptions, and refine the plan. Together, we’ll build alignment and create a roadmap for an enhanced future state of your benefits program.

You'll receive a personalized toolkit after the workshop, including:

  1. A benchmark report with insights into the industry
  2. Competitive analysis of current programs with recommended improvements
  3. A data informed strategy for building a cost-effective, flexible benefits program that demonstrates ROI.

Sign up today. We will reach out shortly to schedule 15 minute workshop to get started.

More details can be found here for an overview of the Benefits Value Assessment.

Check out these additional resources below to learn more about Lifestyle Spending Accounts.

2024 Lifestyle Spending Account Benchmark Report

ROI of flexible benefits white paper

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