PlanSource reviews

3.5

60% would recommend to a friend

(78 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

Reviews by job title

78 reviews

Reviews about "Compensation"

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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
2.0
May 3, 2025
Recommend
CEO approval
Business Outlook

Pros

My team is generally great. Leadership does a great job of making you feel like a number, and as though you are lesser than.

Cons

Disjointed leaders, selective enforcement of job expectations and company policies, no accountability among middle management. Promotions rarely occur, only outside hires. Below market pay, constant flip flopping from middle management on priorities and initiatives. Pressure to not take PTO and when you call out sick your leader will ask of you can still monitor your email.

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PlanSource Response
1y
Thank you for sharing your feedback. I see that you're still with us at PlanSource, and I’d really appreciate the opportunity to connect and hear more about your experience on your team. Your perspective is incredibly valuable to me as a leader. As you know, PlanSource has been undergoing some significant changes in our strategy, focus and leadership. I’m eager to understand how those shifts have impacted you and your team. While I’m proud of the progress we’ve made—such as the 67 promotions in Operations over the past year—I also recognize the critical role that new hires play in shaping our future. The fresh perspectives and diverse experiences they bring are just as vital as the continued growth of our internal team. Both promotions and new hires are essential to building a strong, dynamic organization. I’d love to hear your thoughts on how we’re doing in balancing these efforts and how we can continue to create an environment where everyone feels valued and empowered to grow, including yourself. If you're open to it, I’d love to schedule some time to talk. Your insights can help us continue to evolve PlanSource into the best place to grow a career and make a meaningful impact. Please reach out to me at your earliest convenience. Steve Parkhouse SVP, Customer Success
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