Skip to contentSkip to footer
      employer cover photo
      employer logo
      employer logo

      PlanSource

      Engaged employer

      PlanSource reviews

      Downhill - Technical Consultant PlanSource Employee Review

      1.0
      Oct 20, 2020
      Technical consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      Decent pay, good coworkers, and great coffee selection.

      Cons

      High stress, newer management is inexperienced and inadequate, and a severe reliance on statistics rather than client happiness or service.

      avatar
      PlanSource Response
      5y
      Thank you for taking the time to write a review and provide feedback. I am glad to hear that you enjoyed your coworkers while you worked at PlanSource. As a company, we have been through significant change and growth over the last couple of years and that can be challenging. With that growth comes new team members, I believe our team is set up for success to take us to the next level. Yes, we are becoming a more metrics driven organization, without a doubt. While this can be a hard change to adapt to, it can also be a rewarding one, because metrics help us identify when we’re doing a great job and allow us to be recognized for our hard work in an objective manner. Our top priority is always to deliver the best service and technology to our customers. Thank you again for taking the time to write a review. Lisa Van Ever SVP, Professional Services

      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
      See reviews by: Helpful|Rating|Date|All
      Related searches: PlanSource jobs | PlanSource salaries | PlanSource benefits | PlanSource interviews
      PlanSource reviewsPlanSource Technical Consultant reviewsPlanSource review