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Compliance & standards

Fitness & Wellness Spending Account eligibility standards

Understand what a Fitness & Wellness Spending Account is, how it works, what to include categorically, and the top items to cover - plus compliance protips!

5
 Min Read 
• 
2/22/24

Support workforce health and well-being with a Fitness & Wellness Spending Account

A Fitness & Wellness Spending Account is an employer-sponsored benefit that employees can use to pay for various wellness-related expenses. This customizable spending account is employer-funded with endless options to support employee wellness.

Note: Funds are treated as taxable income.

How a Fitness & Wellness Spending Account works

The Fitness & Wellness Spending Account can be designed based on specific business goals or initiatives, engagement survey results, and whatever matters most to your workforce’s well-being. 

  • Employers select fitness & wellness options to define program eligibility.
  • Employees spend funds on lifestyle and health items meaningful to them.

Why a Fitness & Wellness Spending Account is important

Businesses can enhance employees' health and well-being by providing funds for workers to invest in activities that personally matter to them. According to a Global Wellness Institute study, a 100% increase in workplace wellness spending per capita ($10) corresponds to a 4.7% increase in happiness level. Because the program supports broad needs at scale, it is a critical driver for employers and employees that can drive employee satisfaction, health and wellness, and talent retention/attraction.

As a leader in the flexible benefits space, we have the industry's first eligibility standards for customizable spending accounts. You can download a copy of the standards set for a Fitness and Wellness Spending Account here or by clicking the below image.

You can access a preview of what you'll find in the Fitness & Wellness Spending Account eligibility standards below.

Know what a Fitness & Wellness Spending Account is, how the benefit works, and why it's important.
Get a breakdown of the trending categories and items offered in a Fitness & Wellness Spending Account.
Learn about additive options and what not to include in a Fitness & Wellness  Spending Account to remain compliant.
Use benchmark data to make informed decisions when building a Fitness & Wellness  Spending Account program.

Get help building a custom Fitness & Wellness Spending Account

As a leader in the flexible benefits space, we have the industry's first eligibility standards. The Forma team can offer guidance - backed by data - as you explore your options. For more information or support, <span class="text-style-link text-color-blue" fs-mirrorclick-element="trigger" role="button">schedule a consultation</span> with one of our experts. We’d be happy to help!  

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