Post-termination
- How do I calculate the rollover balance from the Pre-tax Account Report?
- Using transaction reports to process final pay for terminated employees
- How can terminated employees continue to log in to Forma?
- Employee terminations and reimbursements
- How does COBRA administration work?
- What happens to pre-tax benefits if the account holder passes away?
Year End
- What happens with the forfeiture balance in our plan?
- How does Forma manage an FSA grace period?
- How does Forma manage an FSA run-out period?
- When are employees’ FSA/LPFSA funds carried over to the next plan year?
- Does Forma verify that rollover contributions do not exceed the IRS maximum?
- Setting up commuter balance notifications