Forvis Mazars Benefits Resource Center

(US Employees Only)

This site is your year‑round destination for information on all benefits offered to U.S. employees, including health coverage, spending accounts, retirement, leave programs, and wellbeing resources. This site also includes timely updates, tools, and support options to help you manage your benefits throughout the year. Use the drop‑down menus at the top of the page to explore each benefit area and find the information you need.

Announcements

2025 Medical FSA and Limited Purpose FSA accounts

Rollover balances from 2025 Medical FSA and Limited Purpose FSA accounts are now available in Benepass for 2026 expenses.

If you have any questions or need support, please submit a case through Workday.

Benefits Blast

April – Benefit Life Events Spotlight

Learn more about Benefit Life Events and how to make timely updates to your benefits within the 30-day window after a qualifying life event. Click Here

Need to make a change?

If you experience a qualifying life event, you may be eligible to update your benefit elections outside of Open Enrollment. Common qualifying life events include:

  • Marriage or divorce
  • Birth or adoption of a child
  • Gaining or losing other health coverage

Benefit changes must be submitted within 30 days of the life event’s effective date. Changes submitted outside this timeframe cannot be processed until the next Open Enrollment period.

Supporting documentation is required, and all changes must be consistent with the qualifying life event. To report a life event, submit your request in Workday as soon as possible. Visit the Life Events page for detailed guidance and submission instructions.

There are a few benefit changes that can be submitted at any time without a qualifying life event. These include Health Savings Account (HSA) contributions, Qualified Transportation Expenses (QTE), and beneficiary designations.

Need Help?

For assistance with benefit enrollment changes, eligibility questions, or benefit administration, submit a case through Workday. A member of the Benefits team will follow up to provide support.

Who is eligible for Forvis Mazars benefits?

Employees and Partners/Principals that work at least 20 hours per week (1,000 hours per year), that are not seasonal or temporary in nature, are eligible for firm benefits.

Please note: 401(k) plan eligibility is different—team members are eligible to participate immediately upon hire, regardless of hours worked.

Insurance Levels
Job Level Health, FSA/HSA/QTE, Life, Disability, Voluntary Policies 401(k) Contributions (EE payroll withholding) Discretionary Profit Sharing (hrs requirements apply for vesting) EAP, PerkSpot, plumbenefits, BRAVO!, Milk Stork FTO Holidays Other Programs
Interns QTE only Yes Yes Yes No Yes, except floating days None
Student Associates < 20 hrs/week QTE only Yes Yes Yes No Yes, except floating days None
Student Associates =/> 20 hrs/week All benfefits Yes Yes Yes Yes Yes, except floating days All programs
FT employees - through Director All benefits Yes Yes Yes Yes Yes All programs
FT employees - Managing Director All benefits Yes Yes Yes Yes Yes No LSA
Partners/Principals All non-pretax benefits Yes Yes Yes Yes Yes No LSA

Dependent Child – a biological child, stepchild, legally adopted child, child placed for adoption, child you have been awarded legal guardianship of, or a child required to be covered through a Qualified Medical Child Support Order. All dependent children must be under the age of 26, unless disabled, in which case they may continue coverage after the age of 26 with appropriate documentation.

Dependent Spouse/Domestic Partner – Forvis Mazars recognizes all legal marriages, including common law, provided they meet all requirements to be recognized by the state/county or city of residence.  Domestic Partnerships are recognized by the firm as well if they meet the requirements set forth by the state/county/city of residence.  If Domestic Partnerships are recognized by residence, the employee may add the Domestic Partner as a dependent/spouse, providing documentation of completion of the process or registration required by the state/county/city of residence.

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