PlanSource reviews

Thank you for taking the time to submit a review and provide honest feedback. I would like to address a couple of your comments. I certainly do not condone any type of rude behavior from an employee - c-suite or not - and I am sorry that you experienced that behavior while you were at PlanSource. I would strongly encourage any employee that sees or experiences inappropriate behavior to reach out to HR or a member of the executive team. I sincerely see the importance for executive leadership to be visible and am proud that our executive team is approachable and visible. Of course, we can always improve. At the start of the pandemic we began hosting monthly town hall meetings where employees can submit questions and ask anything. This has been very well received and we plan to continue this transparency. Management accountability is critical to success and growth in a company. Earlier this year we revisited our guiding principles as a company and implemented a new one called “Sign your name to it” which means “We step up to the plate, we own our actions, we empower each other, and we get it done.” Lastly, I greatly value our employees and see the tremendous value of promoting from within. Earlier this year we started succession planning across all departments and several areas already have solid plans in place on how to help employees grow, learn and get promoted. Of course, no organization is perfect, but we are striving to improve in these areas. I greatly appreciate the candid feedback and for taking the time to write a review. I wish you all the best in your future endeavors. Dayne Williams Chief Executive Officer

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. :)