Company Overview - Anonymous employee PlanSource Employee Review

4.0
Sep 29, 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

This company is in a niche benefits technology space and is expanding at a very rapid place, meaning that there is plenty of opportunity and growth available. The company offers a great benefits and wellness packages, and create a healthy work-life balance for those employees with children or employees who don’t live close to a PlanSource office. This company has nowhere to go but up.

Cons

Organizational hierarchy and structure within the company still need to be ironed out. The company was officially founded less than 7 years ago through a series of mergers and acquisitions, so there are some growing pains associated with a company growing as fast as this one. Simple things, such as performance based raises for employees are strong workforce retention tools that the company should take the time to create an efficient process for. Pay scale would be another thing I would suggest the company to reconsider. Although I have only been here less than a year, I’ve seen plenty of talented employees due to discrepancies in pay between what other companies in this business verticals are paying compared to plansource.

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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