PlanSource Client Support Associate reviews

3.1

12% would recommend to a friend

(13 total reviews)
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Mike Morini

Not enough data to show CEO approval

Reviews by job title

13 reviews
3.0
Jan 14, 2026

Good Perks, Low Wages

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
3.0
May 14, 2024
Recommend
CEO approval
Business Outlook

Pros

Flexible work time unlimited pto great management

Cons

lack of compensation no up word movement

4.0
Mar 25, 2024
Recommend
CEO approval
Business Outlook

Pros

Great Supervisors, Unlimited PTO, Partial WFH,

Cons

Executives are disconnected and use punitive measures

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PlanSource Response
2y
Thank you for sharing your feedback with us. We appreciate your positive comments about the support provided by our supervisors and your satisfaction with our benefits and the flexibility of being a PlanSource team member. We apologize if you’ve felt a disconnect with our executives. As a part of our commitment to transparency, our Executive team regularly hosts departmental and company-wide town hall meetings. During these sessions, team members are encouraged to submit questions, and we strive to provide prompt and meaningful responses. Additionally, our open-door policy ensures that anyone can approach HR or an Executive-level team member with questions or concerns. We encourage you to reach out to an executive or HR to discuss your concerns further, we would welcome the opportunity to chat with you. Thank you for being part of our team.
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