Proud to work at PlanSource - Director PlanSource Employee Review

5.0
Oct 23, 2025
Recommend
CEO approval
Business outlook

Pros

One of the best executive leadership teams in the business, approachable, bringing in the right talent, making decisions in the best interest of our customers and business. Flexibility and work life balance. Incredible proprietary platform that is getting better every day!

Cons

Would like more face time with ELT

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PlanSource Response
7mo
Wow! Thank you for taking the time to share such an inspiring review and for your incredible eight years with PlanSource! Your recognition of our proprietary platform and the progress being made means a lot to everyone involved in building it. We also appreciate your feedback about wanting more face time with our Executive Leadership Team. We are actively and intentionally introducing some new ways to make that connection across all levels and departments to build on what is in place. Thank you again for your leadership, tenure and contributions to our success. We're proud to have you on this journey and excited for all that's ahead as we continue investing in our people and product. - The PlanSource Team

Explore other reviews about PlanSource

5.0
Jan 21, 2026
Recommend
CEO approval
Business outlook

Pros

Exciting company culture and fast paced. Management wants their employees to succeed and thrive.

Cons

Some leadership changes towards the end of my work there, but it seems like that has been smoothed out.

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PlanSource Response
4mo
Thank you for taking the time to share your experience and for the kind words about our culture and leadership. We’re glad to hear that the fast-paced, environment and the focus on helping employees grow and succeed stood out during your time with us. We’re grateful for the contributions you made during your time with us & wish you continued success in your next chapter. - The PlanSource Team
3.0
Jan 14, 2026
Recommend
CEO approval
Business outlook

Pros

Remote or Hybrid work schedule, if you live outside of the city limits. Unlimited PTO policy, but is PTO ever unlimited.

Cons

There is not much room for advancement, if you’re not connected. Most of middle management and above are not POC. All the strong POC leaders were here today, gone the next day! The staff is overworked and underpaid. Only way to receive a higher salary is to resign and reapply. I survived a few CEOs, and once this last one came in all the tenured staff were being let go. Normal, if a new Executive comes in but there people were 15+ years in. This new PlanSource does not seem as if it cares much for their employees. Most of the workload is being outsourced to India. I’ve seen good, hardworking dedicate people get axed during my time! Not sure they’re invested in retaining good talent! Definitely a swim or sink culture, You will not get much help with learning the Benefits Admin system. It’s sort of a self-guided dive in approach.

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PlanSource Response
4mo
Thank you for sharing your perspective and for the time you spent contributing to PlanSource. We appreciate the candor that comes from firsthand experience and long tenure. As the company continues to evolve, we remain committed to supporting our people and creating an environment where employees can succeed and grow. Your feedback is heard and valued. We wish you continued success and all the best in your next chapter. — The PlanSource Team
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