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      PlanSource

      Engaged employer

      PlanSource reviews

      Best job of my career - Senior Sales Consultant PlanSource Employee Review

      5.0
      Mar 27, 2020
      Senior sales consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      When I joined the company nearly three years ago, we had lots of growing pains. However, the leadership listened to the employees and worked very hard to improve critical areas like recruiting, on-boarding, compensation plans, etc. Then, when we were purchased by Vista a year ago, we started to see even more improvements to help us grow as individuals and as a company. Dayne Williams and his leadership team are everything. Our leadership, including Vista, care about the growth and success of this company. And they know that if you take care of the employees, the employees step up and deliver. We still have a few growing pains, but I see us working daily to make improvements for the employees and our customers. No joke - for me - best job I have had in my entire career.

      Cons

      Today we are still working on capacity planning just like every other company in our industry (seasonal business). Our implementation process has been an issue in the past but we have a new leader in place who is making daily improvements. Still short-staffed in some areas but our recruiters are working very hard to fill those positions before our busiest season. Failure to do so will but extra strain on our existing team.

      avatar
      PlanSource Response
      6y
      Wow - thanks so much for not only this stellar review, but for your 3+ years of service with the PlanSource team! Since we were acquired by Vista, it's been great to see so many amazing and positive changes, as you've listed above - and more exciting things are on the horizon! Thank you so much for all you do and all you have done. Also, we appreciate the fantastic advice you've given and we will address this with the Executive Leadership Team to continue to be one of the Best Places to Work! After all, it is only through our amazing employees such as yourself who make us one of the Best Places to Work. Thank you so much - we are so lucky to have you!

      Explore other reviews about PlanSource

      5.0
      Jan 21, 2026
      Solutions consultant
      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.

      avatar
      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
      Account manager
      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.

      avatar
      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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