PlanSource reviews

3.5

60% would recommend to a friend

(388 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 388 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

Reviews by job title

388 reviews
1.0
May 16, 2025

Just Don't Do It

Recommend
CEO approval
Business Outlook

Pros

The coworkers below the management level are wonderful people.

Cons

Literally everything else. And I don't want this to come across as dramatic and a statement to be ignored. No, it is important for me to stress the point that this company is absolutely terrible to its employees. It can be subtle at times, but every day at this miserable place was an office politics war. There was no training of any substantial note, but if you didn't know something it was somehow your fault. Management was never afraid to publicly shame people in department wide chats if they asked a question they dreamed "dumb" or if they jumped into a middle of a conversation they weren't fully apprised on and immediately came up with "solutions" that had already been proposed and disproved or the original as we had already tried. Management would always talk down to you if you didn't know something or perceived that you didn't know something based on misunderstanding what was asked. This can be illustrated by the way the responses to reviews on here by leadership never actually respond to the crux of the issues addressed. They simply give a canned response about how things are changing and take no responsibility for the hardship they have made their employees endure. All of this is to say that people are promoted into management positions and given no actual management training, particularly how to handle and appropriately interact with other employees. And if they aren't promoted because they were someone's favorite, they are hired in from outside and have no respect for the existing values that had existed in the past of the company. Change is good... Sometimes. If it is measured and planned. Change is never any of these things at PlanSource. No one in this company knows how to source good data for metrics, nor do they care if the bad data means literally everyone in a department failed a metric due to bad data or data collection. In fact, they will tell everyone to mark it as "needs improvement" on their goals and falsely lower everyone's scores so they don't qualify for as big of a bonus or raise, rather than admitting it was a bad metric and removing it from the goals. Any time a process is changed you get a quick blurb in an email and boy just cross your fingers you don't lose it because nothing is every documented here. Yet another reason why training is so bad. And if you bring any of these concerns up, it is somehow YOU being negative and uncooperative. Feedback is not actually accepted here, despite the fact that management will say that it is like it's their mantra. If you give feedback, they will immediately get defensive and you're labelled as disruptive and given a bad reputation. Management never stops to consider that you might not have meant something in the way they understood it or that they were wrong initially. It is always the blame game. They will not accommodate for different ways of thinking. I am aware that this is a very strongly worded review and I might seem biased, but you can see the other reviews that all say the same things in one way or another. We are not colluding to create bad reviews for this company, I do not know who wrote those reviews. I just know that they are RIGHT. It is not worth it to take a job for these people. On top of all of the above, the pay is also terrible. And good luck getting your "variable compensation " that they probably promised you was "easy" or "basically guaranteed" in your interviews. They do everything to ding you for things that are out of your control or shouldn't be your responsibility. You will not see that money, nor will you ever see any significant raises. It's the worst kept secret that raises for promotions are capped. You can be promoted up a couple of levels and still make a terrible salary because you started with a low salary. There are many, countless other things I could be discussing as well. Such as, the fact that PlanSource relies heavily on cheap overseas labor that isn't properly trained and isn't held to the same standard of accountability (not that this is necessarily their fault, but rather the fault of the organization on how it manages those teams). I could also talk about the fact that the CEO is abusive and overbearing, but other reviews have gone into those details. All in all, there was nothing positive about my time at this place. And I only stayed as long as I did because the job market was tough. It is completely demoralizing to be trying your best and have nothing but negativity and blame thrown back at you day in and day out. Do not recommend even to my worst enemy.

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PlanSource Response
1y
Thank you for taking the time to share your feedback. We’re genuinely sorry to hear that your experience at PlanSource didn’t reflect the culture we strive for every day. We understand that organizational change—especially during periods of transformation—can be challenging, and we’re committed to ensuring that such transitions are handled with transparency, support, and care for our team members. The concerns you raised around training, communication, and leadership are taken seriously. These areas have been—and continue to be—important focus points for us. We’re actively investing in leadership development, enhancing employee onboarding and training, and refining how we gather and act on internal feedback so we can better support both individual and team success. While no organization is perfect, we are proud of the work we’re doing to foster an environment where people feel heard, respected, and empowered to grow. Your voice—along with those of current and former team members—plays an important role in helping us continually improve. Thank you for your contributions during your time at PlanSource. We wish you the very best in your future endeavors and remain committed to creating a thriving, inclusive workplace for all.
1.0
May 7, 2025

A Shell of its Former Self

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The system itself is pretty great, has a lot of features, robust capabilities, and integrations that make it a powerful piece of software, if it was properly utilized/understood. My team and those on my level were collaborative and supportive, my team lead was fantastic, and my manager was pretty good, not overbearing and let me do my thing without interference.

Cons

Unfortunately, when you got beyond that level (and even on that same managerial level in different divisions/departments) things fell apart. Leadership is hypocritical and either obfuscated our true financial health or just kept all the profits to themselves while shrugging and saying “welp, we didn’t do well enough to make sure you guys get your promised bonuses too sorry about that gotta take care of us first lolol”. My Director seemed petty and arrogant at their best and willfully malicious at their worst. Other senior leadership openly mocked the work of team members in team-wide chat rooms for what they thought was an incorrect setup when it was built to the client’s requests/specifications. That same senior leader had a habit of aggressively and erroneously asserting they knew the correct process and procedures without consulting subject matter experts or even being with the company very long because “that’s how (their previous company) did it”. Once we get to the C-Suite level, it has that feel that no one is actually doing anything but patting each other on the back for what they think is a good job. Town Halls are lip services rife with acronyms and buzzwords that the actual ground level employees care nothing about. The CEO likes to wax poetic in football metaphors while riding the coattails of his past success all while he just lines the Board’s and parent company’s pockets while he preps it for a sale. Here’s an analogy he can follow: PlanSource used to be like the New England Patriots dynasty, where it was near, if not THE top of its class year in and year out. Now it’s more akin to the Dallas Cowboys, pounding its chest and bloviating over wins that happened 30 years ago while deluding themselves that any shred of relevancy still exists. Our old CEO was humble, had vision, encouraged diversity, encouraged employee well-being and flexibility, and knew that a successful company started with successful and taken-care-of employees. Now, employees are treated as a means to an end; a class that is ground into dust with overwork, zero support, and ultimately cast aside when they physically/emotionally cannot endure any more. It is truly disappointing to see what this place has turned into, especially since I was one of the very few who remembered what it was and how good it used to be.

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PlanSource Response
1y
Thank you for taking the time to share your detailed feedback. We’re glad to hear you had a positive experience with your immediate team, manager, and the capabilities of our platform. At PlanSource, we believe in One Team and One Mission and while it’s encouraging to know that spirit was reflected within your team it’s clear that we have some work to do to ensure that same alignment and support is felt consistently across the organization. Hearing that aspects of leadership and communication left you feeling disappointed is not something we take lightly. We are actively working to improve transparency, accountability, and employee experience across all levels of the company. Constructive feedback like yours—especially from those who’ve seen the company evolve—is invaluable. It reinforces where we’re doing well and where we need to be better. Our people have always been at the heart of our success, and we remain committed to listening, learning, and evolving to make PlanSource a place where everyone feels supported and respected. We wish you the best in your next chapter and thank you again for your time at PlanSource.
1.0
May 5, 2025
Recommend
CEO approval
Business Outlook

Pros

Software platform has great flexibility, even if it is underutilized and documentation is non-existent because no one is left who understands it beyond surface level set up.

Cons

Intense personality politics, favoritism, and massively negative culture that views ‘low level’ roles as not engaged enough and incapable. Poor support overall from management. All the good management is too overworked to make time for you- whoever does have time has too much of it, and will micromanage what they do not understand into the ground while framing it as cost effective improvements for personal promotions. All that you will get laughed out the door for even thinking about a raise for taking on three+ roles (and more as time persists) as one person. Very unsupportive of people who need any kind of accommodation.

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PlanSource Response
1y
Thank you for taking the time to reflect on your experience, it is not the way we’d like you to remember your time at PlanSource, though we appreciate your feedback, it helps us grow. At PlanSource, we’re proud of our flexible, innovative benefits platform and the passionate people behind it. We feel strongly that we are successful BECAUSE of the talented team and dedication we have, that’s why we are committed to fostering a culture of inclusion, respect, and continuous improvement. Over the past year, we’ve made meaningful strides in leadership development, structures to support team members and internal mobility to strengthen career opportunities. We also prioritize work-life balance, flexible work options, and investments in tools and training to empower our teams. While we know there’s always room to improve, we’re proud of the progress we’ve made and the collaborative, people-first culture we’re building and what that will in turn deliver to our clients. We wish you all the best in your future endeavors. Allison Malito, SVP, Professional and Managed Services
Viewing 40 - 42 of 388 Reviews

Glassdoor has 411 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.