Great overall, still working out some kinks - Technical Writer PlanSource Employee Review

5.0
Jun 8, 2016
Recommend
CEO approval
Business Outlook

Pros

People here are very open with information and willing to teach others what they need to know to get work done. Management has been flexible with working hours, and many people work from home when they need to or on a regular basis. I received really good training when I first started, and there are initiatives happening to make that experience happen for every employee who starts with the company. Salt Lake office is in a really fun location, and there's no sign of leaving this location in the future, unlike many companies who are moving to the Draper area. A new floor of offices is being renovated right now to deal with the company's growth. I've been to the Orlando office, too, and it's a fun environment with lots of friendly people.

Cons

While information is constantly being shared, there are some organizational processes that cause important info to be hard to find, but that is being worked on. Some people who were hired not long before I was didn't get sufficient training on the industry and the company's products, but that is being worked on, too.

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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