Great company, as long as you don't work in Implementations. - Benefits Implementation Analyst PlanSource Employee Review

1.0
Aug 24, 2020
Recommend
CEO approval
Business Outlook

Pros

Free snacks and drinks. Monthly celebrations.

Cons

Training was poor and employees asked to start implementations before being ready. They can't keep staff thus everyone has work dumped on them from employees leaving. No work life balance as expected to work 80+ hours a week. Too many clients to handle, thus none of them get the true attention they need. Bonus evaluations are laughable, as they nickel and dime you for any little thing.

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PlanSource Response
5y
Thank you for taking the time to provide your feedback and review. We are sorry to hear that you did not have a good experience while you were at PlanSource. I would like to address a couple of your comments mentioned above that we are working on. We have been working this year to evolve our training methodology, process and readiness practices. A few things we have implemented recently are a role-based training path, new courses for employees to reference and a tenured mentor assigned to new employees to assist with questions. I believe these new practices will help improve our training process. Work-life balance is an important part of our culture at PlanSource. The professional services team are assigned projects based on availability and skillset. We have re-organized roles this year to ensure projects are staffed with tenured individuals who can offer guidance. We certainly would never ask or want an employee working 80 hours a week. Lastly, we are invested in developing our talent by creating an environment that our employees can achieve in and providing them with opportunities to attain growth from their experience at PlanSource. Thank you again for submitting a review. Lisa Van Ever, SVP, Professional Services

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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