Tbd if still in business by 2026 - Anonymous employee PlanSource Employee Review

2.0
Jan 11, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

nice office in a great walkable location

Cons

poorly run business and poor leadership prior to the recent exec changes. new leadership seems better but tbd if they can save the company from the prior regimes mess

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PlanSource Response
4mo
Thank you for sharing your perspective. We recognize that previous periods presented challenges, and we appreciate your acknowledgment of the positive changes underway. PlanSource has been intentional about strengthening leadership, direction and execution, and while meaningful transformation takes time, we’re confident in the path forward. We remain focused on building a strong, sustainable future for our employees and clients alike. While transformation takes time, we're encouraged by the progress being made and remain confident in the direction of the business. We were proud to receive numerous culture awards throughout 2025, but remain steadfast to deliver for clients, invest in innovation and build a more sustainable foundation for the future. Wishing you all the best. - The PlanSource Team

Explore other reviews about PlanSource

5.0
Jan 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Exciting company culture and fast paced. Management wants their employees to succeed and thrive.

Cons

Some leadership changes towards the end of my work there, but it seems like that has been smoothed out.

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PlanSource Response
4mo
Thank you for taking the time to share your experience and for the kind words about our culture and leadership. We’re glad to hear that the fast-paced, environment and the focus on helping employees grow and succeed stood out during your time with us. We’re grateful for the contributions you made during your time with us & wish you continued success in your next chapter. - The PlanSource Team
3.0
Jan 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Remote or Hybrid work schedule, if you live outside of the city limits. Unlimited PTO policy, but is PTO ever unlimited.

Cons

There is not much room for advancement, if you’re not connected. Most of middle management and above are not POC. All the strong POC leaders were here today, gone the next day! The staff is overworked and underpaid. Only way to receive a higher salary is to resign and reapply. I survived a few CEOs, and once this last one came in all the tenured staff were being let go. Normal, if a new Executive comes in but there people were 15+ years in. This new PlanSource does not seem as if it cares much for their employees. Most of the workload is being outsourced to India. I’ve seen good, hardworking dedicate people get axed during my time! Not sure they’re invested in retaining good talent! Definitely a swim or sink culture, You will not get much help with learning the Benefits Admin system. It’s sort of a self-guided dive in approach.

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PlanSource Response
4mo
Thank you for sharing your perspective and for the time you spent contributing to PlanSource. We appreciate the candor that comes from firsthand experience and long tenure. As the company continues to evolve, we remain committed to supporting our people and creating an environment where employees can succeed and grow. Your feedback is heard and valued. We wish you continued success and all the best in your next chapter. — The PlanSource Team
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