Great Company - A few growing pains - Client Support Associate PlanSource Employee Review

5.0
Feb 15, 2021
Recommend
CEO approval
Business outlook

Pros

PlanSource has been a great experience thus far! My particular department has been busy, but I enjoy the pace at which I work at. Additionally, there is so much growth happening at PlanSource, so professional upward mobility is highly likely. PS: Recruiters Liz and Kristen were wonderful through the process of interviewing last year!

Cons

The company is growing at a fast rate, which can leave some areas not as equipped to deal with the quick work volume increase.

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PlanSource Response
5y
Thank you so much for this feedback! We are so happy to hear that you've had a great experience so far and that you had a positive interviewing experience as well. We can't deny the fact that we are growing fast, which sometimes does bring the growing pains. We appreciate the suggestions to hire and adjust departments to fit our needs. Believe it or not, we are hiring 75+ people just in the area of the organization where you work! We have recognized the need and help is on the way. We absolutely agree that as we continue to scale all the growth we've experienced, we will be on top. And we will have awesome employees like you to thank for that! Thanks again for taking the time to share. Liz Chavez Talent Acquisition Manager

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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