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      PlanSource

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      PlanSource reviews

      Worst Time To Exist at PlanSource - Project Manager PlanSource Employee Review

      1.0
      May 23, 2025
      Project manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Some flexibility depending on your management. Great software ideas. They’re equal opportunists in taking advantage of you. Some departments actually stand behind the values of the company.

      Cons

      You are at the mercy of oblivious management. The software value is greatly diminished because all who built it have left and it was never documented appropriately. So much turnover that it’s a miracle anything functions still. Office politics - you will never benefit. Demoralizing of full departments by enforcing metrics on awful data and too prideful leadership to hear otherwise. Some departments love to force employees to hide things in a burning closet to then demand an explanation why the closet is on fire. The entire CSuite has been flipped - they have no idea what the company does (through no fault of their own). Massive inconsistency between departments and their quality. Some departments actually care and work with their teams; others prefer to blame everyone else for their failures.

      avatar
      PlanSource Response
      11mo
      Thank you for sharing your experience—we value feedback, even when it’s difficult to hear, as it helps us grow stronger as a company. We’re sorry to learn that your time at PlanSource didn’t meet your expectations. PlanSource has undergone meaningful transformation over the past year, aimed at strengthening our culture, improving collaboration, and aligning our teams for long-term success. While change of this scale isn’t without challenges, we remain focused on creating an environment where all employees feel supported, empowered, and set up to thrive. The areas you highlighted are top priorities for our organization, and we’re actively working to ensure consistent communication, clearer processes, and greater opportunities for employee feedback. We know progress takes time, but we’re encouraged by the strides we’ve made—and we remain committed to improving every day. We truly appreciate the contributions you made during your three years here and wish you continued success in your next chapter. Your feedback helps guide our journey as we continue building an even stronger, more connected workplace for everyone at PlanSource.

      Explore other reviews about PlanSource

      5.0
      Jan 21, 2026
      Solutions consultant
      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.

      avatar
      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
      Account manager
      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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