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      PlanSource

      Engaged employer

      PlanSource reviews

      I have a career & I am a part of something great! - Senior Solutions Consultant PlanSource Employee Review

      5.0
      Apr 6, 2020
      Senior solutions consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      PlanSource is all about growth and development, not only for the company itself but for each individual employee. We are seen as individual contributors and we are provided opportunities to succeed and show our potential with guidance from an esteemed management team. It's exciting to see the company go through changes & growth throughout the years. The executive leadership team has always been transparent and honest about the direction we are heading and they have always communicated the reasons a strategic decision may have been made. Work/life balance is at top importance & management encourages it. This also relates to the culture and values that are encouraged at PlanSource - we are a work family that support each other to achieve greatness in this industry!

      Cons

      Any growing company is going to feel and experience growing pains but it does not reflect the overall company mission or values. There is slight disconnect amongst departments when processes change or new processes are implemented.

      avatar
      PlanSource Response
      6y
      Thank you so much for your amazing review of our organization! We are so excited that you see the value we invest in our employees' learning and development - we wholeheartedly believe in growing our internal employees into future leaders by learning and continuing to make an impact. Also, thanks so much for your advise on sharing our story! We are working on this with our messaging to new hires as they come on board; however, we do have Lunch and Learns with our Executive Leadership Team as well as Town Halls in which you can learn all about where PlanSource started. We appreciate your feedback and we are so excited to have you apart of our growing organization!

      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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