Still an amazing company to work for - Anonymous employee PlanSource Employee Review

5.0
Jan 18, 2022
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

There has been a lot of change recently and some growing pains that have come along with that change. That being said, this is still a hidden gem and great place to work in Orlando, etc. - I have grown immensely and learned a ton during my time here. I came in with no direct experience and I’ve grown more than I ever thought possible in a short amount of time. Ive worked with and partnered with tons of different teams and levels of leadership (from intern to C-suite) and everyone is kind, patient, and eager to make an impact in their respective areas. The people are what make PS amazing. Highlights include: Great office location (ORL headquarters) Good benefits (consistent improvements being made to keep us competitive) Tons of room for growth and promotions Flexible hybrid/remote policy Awesome product and client base

Cons

As I mentioned, there are growing pains here. It is fast-paced and there is constant change. I’ll take growing pains over the alternative any day, but I do think a few improvements could be made in the following areas: -better strategy for communication across teams (including accountability and follow through) -depending on industry and location, pay may be viewed as non competitive, but I think we are making good progress here.

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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