Benefits leaders evaluating Lifestyle Spending Accounts face a crowded vendor market where platforms can look similar on the surface.
Join Benepass and Sequoia for a practical conversation on what to include in your LSA RFP or RFI. Megan Burns, Lead Benefits Solutions Consultant at Benepass, and Tate Way, Senior Client Consulting Partner at Sequoia, will share the questions HR, benefits, total rewards, and consulting teams should ask to evaluate vendor fit across employee experience, administration, funding, money movement, integrations, reporting, support, AI, security, and global capabilities.
Attendees will leave with sample RFP / RFI questions they can adapt.
Meet the Presenters
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Megan Burns
Megan Burns is a benefits strategy and solutions leader at Benepass, helping employers design, evaluate, and launch modern spending account programs that are flexible, data-driven, and easy to use. With more than a decade of employee benefits experience and deep expertise in LSAs, pre-tax programs, benchmarking, RFP/RFI strategy, COLA, and employee engagement, Megan brings a practical consultant’s lens to complex benefits decisions. She is passionate about helping employers and employees realize the value of spending accounts when they are built thoughtfully, funded strategically, and delivered with a great experience.
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Tate Way
Tate Way is a seasoned employee benefits leader and Senior Client Consulting Partner at Sequoia, known for blending strategic consulting, strong client relationships, and a vibrant, practical approach to complex benefits challenges. With experience spanning enterprise consulting, carrier partnerships, and customized benefits design, she helps HR and finance leaders build programs that are competitive, compliant, and aligned to employee needs. Tate is especially passionate about innovation in caregiving, wellbeing, and family-support solutions. A trusted advisor, mentor, and mom of two, she brings clarity, empathy, and energy to every client engagement.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.