PlanSource reviews

Thank you for taking the time to provide your feedback and review. We are sorry to hear that you did not have a good experience while you were at PlanSource. I would like to address a couple of your comments mentioned above that we are working on. We have been working this year to evolve our training methodology, process and readiness practices. A few things we have implemented recently are a role-based training path, new courses for employees to reference and a tenured mentor assigned to new employees to assist with questions. I believe these new practices will help improve our training process. Work-life balance is an important part of our culture at PlanSource. The professional services team are assigned projects based on availability and skillset. We have re-organized roles this year to ensure projects are staffed with tenured individuals who can offer guidance. We certainly would never ask or want an employee working 80 hours a week. Lastly, we are invested in developing our talent by creating an environment that our employees can achieve in and providing them with opportunities to attain growth from their experience at PlanSource. Thank you again for submitting a review. Lisa Van Ever, SVP, Professional Services

Thank you for taking the time to write a review. We are so glad to hear that you are having a great experience with PlanSource, and we appreciate your feedback here. We are striving to be transparent with our employees about plans to address growth through our monthly company meetings and individual team meetings. Thanks for being part of the team, and please continue to share your thoughts. Dave Osborne Chief Revenue Officer