Love this Company - Sales PlanSource Employee Review

5.0
Sep 18, 2019
Recommend
CEO approval
Business Outlook

Pros

Great Downtown Location, This place really is a great place to work, everyone is so friendly and nice here, Plan Source strives to make sure they keep it that way by making a fun and stress free work environment.

Cons

Not really many that I can think of. My only real CON so far is that 401K takes way to long to start taking effect. You have to wait 90 days which is normal but if you also have to have to wait until the next new quarter begins since they only enroll people Once per quarter. So Say you start your 1st day Mid Jan you wont be allowed to start contributing / receiving contributions to your 401K until October 1st which is CRAZY in my opinion to have to wait 9 months to start saving for 401K. I'm not sure if this is due to the company or due to the company PlanSource uses for their retirement funding but so far that has been my only CON with this Company.

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PlanSource Response
6y
Hey there! Thank you so much for the awesome review! I am so glad you are enjoying our culture here - we strive to make work be fun and rewarding, and as stress-free as possible. Thanks for the feedback on the 401K. It does take 6 months of service at PlanSource to contribute; however, you are vested immediately upon hire. I hope this clears up any confusion as it relates to your 401K! Thanks for your feedback as we will put it to good use. :)

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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