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
Feb 5, 2024

Its used to be great, now we’re drowning

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Unlimited PTO (though some teams took more then other teams and even though there was coverage to watch cases, apparently this is a problem. So yes unlimited pto but make sure you dont take too much of it)

Cons

What was one a remote job as told by multiple people doing interview/hiring process became coming in 1 day a week. Now its switching to two days a week. We had an office party where they gave away free stuff so a bunch of people who never show their face in office came and this convinced upper management that everyone now wants to come in twice a week. Warning, there was hardly any desk space left during holiday part and some of us were told we would have to move if more people show up. Move where exactly? As part of a team that works until 8pm EST, its crazy to be told one moment about 7% of phone calls come after 6pm, but there are no plans to move more people to morning crew. Also employees getting promoted/title changes without job postings, talk about favoritism, employees leaving to other teams/leaving the company and then higher ups deciding they arent going to fill the positions we lost. Let see, wanting to know if the amount of morning people we have on phones is the new permanent number and someone being delusional enough to say summer is around the corner. Its February, summer is out slow month. So i guess its fine to suffer for a couple months now since summer is right around the corner. Getting more and more work put on top of your own because so many people left the team, but dont worry guys you’ll get that 1% raise. Sorry mines was 1.5% not the 3-5% the company says by the way. Also always fun that when you are in the office, everyone and i do mean everyone except us who dont matter vanishes from the office by 4:30-5pm. Once had upper managerment tell us he was going home early because a storm was coming and he didnt want to get stuck in it. Must have been nice not to get stuck in the rain like us. Upper management is completely out of touch. They want people back in office while they dont come themselves of dont stay the full day. They quote articles published years ago about how great being back in office is, ignoring recent data. Honestly this jobs is good for the moment but not long term. They talk about how all these changes are to improve team work and communication (obviously they cant say they just want to micromanage us) but they say that and drop these big changes with no communication, nothing. We either get told by email or a team meeting. When we went back to office 1 day of week they only gave us like 2 weeks warning or so. This time they were nice enough to give us a month. Also, even though its been over a year, having someone higher up telling me to figure it out and deal with it doesnt help anyone but prove how out of touch and unimportant your employees are to you.

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PlanSource Response
2y
Thank you for taking the time to share your experience with PlanSource. The feedback of our employees and customers continues to shape the decisions we make each day. I certainly understand not all changes are welcome, which is why we try to give as much context and time to help our teams be prepared. I want to respond to your comment about team resources. As you know, we just wrapped up our busiest season and most successful Open Enrollment in the history of the company. I realize the allocation of resources did not feel ideal for all teams. While we try to allocate resources correctly, I understand we sometimes miss the mark and that has an impact on our employees and for that I apologize. We are continuously looking to use technology to simplify processes and support our teams, we are also actively recruiting and placing team members now, and I expect you will see some starting in the next few weeks. In response to your comment about returning to the office. We know that the remote work environment is productive and appealing, while many companies are pushing for a full return to office, our minimal request for twice a week is to enhance our business growth and team development. Personally, I am at the office 3 – 4 days a week and I love walking around and having the opportunity to visit with team members. I would welcome the opportunity to speak with you in person and hear about your experience, please reach out next time you are there. Lastly, we recently hosted our All Hands call, and addressed staffing plans and the evolution of our hybrid work environment. PlanSource has been voted as a Great Place to Work and we want to continue that designation bestowed by the team. Listening to and addressing your feedback helps us make sure we are considering all perspectives; I hope you’ll reach out to myself or a member of our HR team to continue the conversation. We appreciate the candid feedback and taking the time to submit a review. Thank you, Alan Primeaux, Chief Operating Officer
2.0
Jan 23, 2024
Recommend
CEO approval
Business Outlook

Pros

The work culture used to be really good but it’s degrading. Other than that the only thing that could be currently alright is salary. But that’s not the most important thing, work life balance and perks are equally important

Cons

Lack of proper direction. Ineffective planning. Benefits are mediocre.

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PlanSource Response
2y
Thank you for taking the time to write about your experience at PlanSource. Our leadership team is committed to addressing employees' concerns and creating transparency around our priorities for the company to offer clearer direction to our teams. As a benefits technology company, we are continually evaluating our benefit offering to ensure we are market-competitive (or leading) to make sure our team members are well-prepared to handle the demands that a high-growth culture might bring. Our goal is to make sure no one feels under appreciated or underprepared, and we apologize that you might be feeling this way. If you are comfortable, I would invite you to come speak directly with myself or any member of the HR team who can listen to your concerns and feedback and take appropriate action. Once again, we appreciate your feedback and are committed to keeping PlanSource a great place to work. Sharon Brand, Chief People Officer
5.0
Jan 22, 2024

Great place to work

Recommend
CEO approval
Business Outlook

Pros

Really enjoyed working at Plansource and the benefits are great.

Cons

Sometimes the company as a whole is focused on making more money then assisting clients.

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PlanSource Response
2y
Thank you for taking the time to share your feedback. We are pleased to hear that you are enjoying the journey working at PlanSource and appreciate our benefits package. We take all feedback seriously, including your concern about our focus on financial success versus client satisfaction. We strive to maintain a balance between our financial goals and providing exceptional service to our clients. We are continuously working to improve our process and ensure that team member & client satisfaction remain the top priority. Your input is valuable as we work towards achieving balance. If you have any specific suggestions or further feedback, we’d love to hear them. Thank you for sharing your thoughts. -HR Team
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