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      PlanSource

      Engaged employer

      PlanSource reviews

      A good place to start a career, but not have a career - Quality Assurance Analyst PlanSource Employee Review

      4.0
      Jun 18, 2020
      Quality assurance analyst
      Recommend
      CEO approval
      Business outlook

      Pros

      - Solid teammates for the most part. - Starting pay is good for the Orlando area. - Benefits were sufficient. - Individuals were amicable and agreeable. - Culture is fairly diverse, inside of Orlando. - A lot of good people.

      Cons

      - Environment/Culture changes hurt staff. - Culture between Salt Lake, and Orlando caused issues. - No promising career advancement. - Communication between Senior/managers was weak a majority of the time. - Training often times insufficient. - Transparency was nonexistant. - Policy and Procedure was often in limbo, and caused many SoP discrepancies. - Senior Management often bent too far in favor of stake holders. - Success largely dependent on how your manager "felt" about your performance, and not actual performance.

      avatar
      PlanSource Response
      5y
      Thank you for taking the time to write a review and for your feedback. We are happy to hear about the positive aspects of your experience with PlanSource. In regards to some of the cons you mentioned, we do value training and following procedures. As a company we are going through significant change as a result of being in high-growth mode. We realize that adapting to change is not easy. We are continually working to improve our processes and as well as our training and communication with employees. Thank you again for taking the time to write a review. Srini Venkatramani Chief Product and Technology Officer

      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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