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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great company, awesome co-workers, lots of learning! - Client Support Specialist PlanSource Employee Review

      5.0
      Feb 12, 2020
      Client support specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      I have literally learned at least 3-5 new things a day. It's a whole new world at Plansource, specially if you do not have benefits background. The work is challenging and keeps you interested. I find myself working from home just cause sometimes, because I truly enjoy my job. It is BUSY! If that's not your thing, you won't like it.

      Cons

      There is a LOT of work to be done during Q4. Be ready to put in 50hrs/wk minimum during busy times. It gets a little overwhelming, specially if you're new during that time, but it's manageable since everyone is willing to help. The only things I think could improve to make Plansource perfect are: - Medical insurance (a little too expensive and not the best) - Tuition Reimbursement (retain and develop your talent :) ) - Department specific training (the onboarding training is generic and does not prepare you for your role) - Revamped inhouse training resources/knowledge database (the training materials are very 1996 - long Word docs, etc. but I think this is on the works)

      avatar
      PlanSource Response
      6y
      Wow! Thank you for the wonderful review! Yes, it is challenging and busy - and it will, at times, push you out of your comfort zone; however, that's how growth and innovation are fostered, and we certainly appreciate all that you've put into that growth and innovation - we are only who we are because of employees like YOU. Our culture is one where our busiest season is Q4 but - to your point - everyone is always willing to help! That is why we are so successful - because of our valued and outstanding employees!! Thanks for being a part of our family.

      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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