Growing Industry Leader Makes For a Great Company to Work For! - Anonymous employee PlanSource Employee Review

5.0
Jun 9, 2016
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Coming from a large company of over 2,000 people to PlanSource was an adjustment - and a GREAT one! The ability to connect with the Executive Leadership staff is something I would have never been able to have in my prior company unless I was in a specific department. Even with the rapid growth there are still strong employee relationships, and different organizational changes have encouraged interdepartmental cohesion to drive more efficient work processes and client retention. I've been at PlanSource for almost 2 years and the growth has been tremendous. It's great to see changes in our Recruitment process, the HR initiatives that promote employee engagement, and the benefits PlanSource works to develop to provide it's employees a healthy work/life balance. It is the goal of the company to encourage one's development, and in my department I've seen a great emphasis on driving employees to develop their skill set. I've appreciated my management and how my personal career goals have been heard and encouraged.

Cons

The rapid growth has initiated some growing pains, but these are to be expected.

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.

avatar
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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