Lifestyle Spending Account

Balancing Life and Careers

Click Here to Access 2025 WEX Lifestyle Spending Account information.

Balancing life and your career is challenging.  Lifestyle benefits are flexible so we can support you where you are in your life’s journey as we help you build a remarkable career at Forvis Mazars.

We value and celebrate the diversity of our staff.  Each of us have our own unique interests, needs, dreams and activities that fulfill us when we are outside of work.  We know it is important for each of us to spend time and engage in those things that bring us joy, serenity, wellbeing, energy and improved mental health. 

To help support you as you explore, develop and thrive in your interests, Forvis Mazars is pleased  to continue our Lifestyle Spending Account (LSA), LifeBalanced.  This benefit will reimburse up to $1,000 annually ($250 per quarter) for eligible wellbeing expenses in the following categories: Emotional, Physical, Financial, Tech, Convenience and Family Support. This means you can be reimbursed for the money you spend on items and services that help improve your overall wellbeing. Reimbursed funds are considered taxable wages but are not eligible 401(k) earnings.

This program is available to all benefit eligible Full-time and Part-time staff who work at least 20 hours per week (1,000 hours per year).  You do not have to be enrolled in benefits in order to receive the reimbursements.  This program is not available to Talent Shift, Interns, Seasonal employees, Managing Directors, Principals and Partners.

  • Newly hired employees will receive their first deposit for the quarter immediately following their date of hire. (Example:  Hire Date of January 15 would receive first credit deposit on April 1). Claims cannot be dated prior to their first quarter contributions.

Taxation of Lifestyle Account claims paid January 2026 – October 2026 will appear on your 2026 W-2.

Taxation of Lifestyle Account claims paid November 2026 – December 2026 will appear on your 2027 W-2.

You may submit claims with Benepass up to 14 days after your termination date for expenses incurred on or prior to your termination date.

Need to connect?

Quick Links

  • Lifestyle Spending Account Overview

Debit Card or Claim Reimbursement Process

  • You  may use your Benepass debit card at many retailers/vendors for immediate payments. Your LSA debit card will not work at certain big box retailers such as Target, Walmart or Amazon on-line.
  • You will only receive one debit card regardless of your enrollment in LSA, FSA and/or QTE.
  • The vendor code each vendor passes when a customer uses a debit or credit card will determine which account to apply the transaction to.  If you have multiple accounts with Benepass (LSA, FSA, QTE), it is recommended you periodically check your accounts.  If you notice a discrepancy, please contact Benepass at support.getbenepass.com or by clicking the ‘Contact Support’ button directly within your account.
  • Quarterly accruals of $250 will be deposited into your Benepass LSA account at the first of each quarter – January, April, July and October.
  • Newly hired or newly benefits eligible employees will receive their first deposit beginning the quarter immediately following their date of hire.  (Example:  Hire date of January 15 would receive first quarterly deposit in April)
  • You may use your debit card or request reimbursements at any time during the year; however, you may only use or be reimbursed up to the balance of your account.  If you attempt to use your debit card for more than your available balance, please understand your transaction may decline.
  • Funds used are considered taxable wages and will be treated as such on your W-2.

Claims Eligibility

  • The expense must be incurred during the current plan calendar year.
  • The expense must be incurred while you are a Forvis Mazars employee. Expenses incurred prior to your hire date or after your termination date will not be reimbursed.
  • Unpaid claims will not be reimbursed once you leave the firm, unless otherwise required by applicable law.
  • Reimbursement funds must be used in the current plan year as they will not roll over to the next plan year.
  • Upon termination, you have 7 calendar days to file a claim with Benepass for available LSA funds. These expenses must have incurred on or prior to your termination date.
  • Any funds remaining after 7 calendar days after the termination date will be forfeited.
 

Reimbursable Expenses

Below is a partial list of expenses that would be considered reimbursable under the LifeBalanced plan.  A full list of the reimbursable expenses is available at the end of this document.  

Emotional

  • Meditation classes
  • Retreats (leadership, spiritual, etc.)
  • Camping (equipment, fees, etc.)
  • Personal development classes (art, cooking, etc.)
  • Social/Professional Membership Dues
  • Supplies for personal development/hobbies
  • (art supplies, etc.)
  • Annual park pass
  • Hunting and fishing licenses
  • Books
  • Dance classes
  • Educational seminars

FAMILY SUPPORT

  • Airline Tickets
  • Car maintenance and repair
  • Childcare
  • Tutoring (Employee or Dependent Child)
  • Eldercare
  • Pet care (walkers, day care, grooming, boarding, insurance etc.)
  • Dry cleaning services
  • Grocery delivery services
  • Home meal kit delivery services (Freshly, Hello Fresh, Blue Apron, etc.) 
  • House cleaning services
  • Lawn care servicesMuseum (entry and membership fees)
  • Music – streaming, memberships, CDs, vinyl records, etc.
  • National park fees
  • TSA PreCheck/Global Entry
  • Car seats
  • Diapers
  • Diaper Bags
  • Other “child-related” items
  • Mattresses
  • Family photos
  • Tires
  • K-12 Tuition
  • Legal fees
  • Expenses related to renewal of travel Visa

FINANCIAL

  • Student loan reimbursement
  • Home purchase expense reimbursement (down payment, closing costs, etc.)
  • Financial advisor and planning services
  • Financial seminars and classes
  • Identity theft services
  • Pet insurance premiums
  • Budget-tracking software and apps
  • Credit counseling
  • Estate planning
  • Tax Preparation/Software Fees

Physical

  • Athletic equipment and accessories
  • Exercise equipment
  • Gym, health club, spa (including salon services i.e., manicures, pedicures, waxing, facials, massages), and fitness studio memberships
  • Related: rock climbing, martial arts, tennis, etc.
  • Fitness classes (yoga, Pilates, spin/cycle, dance, etc.)
  • Fitness games for game consoles
  • Water filters/coolers
  • Lessons (golf, swimming, tennis, dance, etc.)
  • Golf cart rental and golf-related expenses
  • Personal trainer
  • Fitness trackers (Fitbit, Apple Watch, etc.)
  • Entry fees (marathons, leagues, etc.)
  • Passes (ski, snowboard, golf, swimming, etc.)
  • Athletic apparel and shoes
  • Martial arts
  • Outdoor Sporting-Related Expenses (equip for fishing, skiing, kayaking, etc.) Team (Sport) League Dues
  • NON-MEDICALLY RELATED massage therapy

TECH

  • Computers, laptops, mobile devices, iPad, tablet
  • Mobile phone expenses
  • Monitors, other tech equipment
  • Wi-Fi services/subscriptions (home or vehicle)
  • Office/computer equipmentt, headset, mouse
  • Office Supplies (chair, desk, monitor)
  • Computer related classes
  • Mobile phone expenses

Ineligible Expenses

Ineligible expenses include, but are not limited to:

  • Charges paid under another pre-tax benefit (doctor visits paid under insurance and/or HSA/FSA card for example)
  • Alcohol
  • Legal or illegal drugs or drug paraphernalia

  • Weapons of any kind (guns, including bullets, knives, etc.) 

  • Sports betting or other gambling or apps
  • Restaurants
  • Tobacco products
  • Any other expenses that Forvis Mazars firm leadership determines are inconsistent with their core values, policies or overall intent of advancing the wellbeing of all eligible Forvis Mazars employees.

Reimbursable Expenses

Expenses not specifically listed above for reimbursement will be up to the discretion of firm leadership.

  • Art Classes and Equipment
  • Athletic Apparel and shoes
  • Back-Up Child Care/Caregiving
  • Books
  • Budget-Tracking Software and Apps
  • Childcare or Eldercare services
  • Club Memberships
  • Cooking Classes
  • Computer Classes
  • Computers, laptops, mobile devices
  • Credit Counseling
  • Dance Classes
  • Dry Cleaning expenses
  • Education seminars
  • Energy Therapy
  • Estate Planning
  • Exercise/Sport Equipment (i.e., equipment for yoga, golf, cycling, soccer, tennis, baseball)
  • Experiential and Sporting Events (i.e., escape rooms, fishing trips, hiking guides, etc.)
  • Family Planning
  • Financial Advisor and Planning Services
  • Financial Seminars, and Classes and Apps
  • Fitness Center, Club, Gym or Studio Membership
  • Fitness Equipment
  • Fitness Games for Game Consoles
  • Fitness Trackers (i.e., Fitbit, Apple Watch)
  • Food Delivery Services
  • Gardening Tools
  • Grocery delivery services
  • Health/Spa Membership or Services
  • Hobbies (woodworking, crafting, etc.)
  • Home Closing Costs
  • Home Meal Kit Delivery Services (i.e., Freshly)
  • House cleaning services
  • Health/Spa Membership or Services
  • Indoor/Outdoor Exercise Machines (i.e., elliptical, bike, treadmill, rower)
  • Lawn Care Services
  • Lactation Services or Equipment
  • Martial Arts (i.e., kickboxing, karate)
  • Meditation or Mindfulness Classes/Courses
  • Massage Services
  • Mindfulness Programs (including Eating Programs)
  • Mobile Phone expenses
  • Monitors and other tech related equipment
  • Museum (entry and membership fees)
  • Music – Streaming Music, Memberships, CDs, etc. (i.e., vinyl records)
  • Music Classes and Instruments (i.e., guitars, guitar parts, etc.)
  • National Park Fees
  • Nutrition Counseling
  • Office/Computer Equipment
  • Office Supplies (i.e., chair, desk, monitor)
  • Other Fitness-Related Activities or Fees (i.e., swimming)
  • Outdoor Sporting-Related Expenses (i.e., equipment for fishing, skiing, kayaking)
  • Personal Growth Coaching or Classes
  • Personal Trainers and Coaches
  • Pet Adoption, Walking and Sitting Expenses
  • Pet Care (Boarding, Pet Insurance, Medical Expenses)
  • Photography/Videography Lessons and Equipment (i.e., camera, camera lens, etc.)
  • Physical Fitness Classes or Training (i.e., yoga, spinning, CrossFit, boot camps)
  • Pre-made Meal Delivery (Factor, ModifyHealth, Omaha Steaks, etc.)
  • Race Registration Fees (i.e., marathon, triathlon)
  • Self-Defense Classes
  • Social/Professional Membership Dues
  • Stress Management Classes
  • Student Loan Repayment
  • Tax Preparation/Software Fees
  • Team (Sport) League Dues
  • TSA PreCheck/Global Entry
  • Tutoring (employee or dependent child)
  • Wi-Fi Service/subscriptions (home or vehicle)

WEX Benefit Card

I’m enrolled and have my card. What do I do now?

1
A pin isn’t required
Simply run your card as credit for any eligible products or services. Keep documentation (an explanation of benefits, or EOB, typically has the IRS-required information) in case we need them to approve your charges.
2
Get the app
Download our mobile app (search “Benefits by WEX” in your app store or use the QR code provided) or log into your online account at https://www.wexinc.com/login/benefits-login/ to:
* Review your account balance
* File a claim
* Scan an item for eligibility
* Set up direct deposit

Use your online account to:
* Sign up for text alerts
* Update notification preferences
3
Have questions? Check out
Check out the knowledgebase in your online account to view:
* Microvideos
* Knowledgebase articles
* Step-by-step-how-tos
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