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      PlanSource

      Engaged employer

      PlanSource reviews

      My reasons why I ENJOY working for PlanSource - Customer Account Manager PlanSource Employee Review

      5.0
      Aug 16, 2022
      Customer account manager
      Recommend
      CEO approval
      Business outlook

      Pros

      I have been with PlanSource for less than 3 years and already I have been promoted 3 times. PlanSource allows me to work from home, whereas with other companies I was required to have long commutes to/from work. Everyone at PlanSource is not considered by me to be a colleague, they are more like family.

      Cons

      Fourth quarter open enrollment is sometimes difficult and a lot of work. But PlanSource does not make it impossible to deal with. PlanSource gives me the tools & employee resources to complete my work.

      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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