Innovative company with leadership team focused on growth - Anonymous employee PlanSource Employee Review

4.0
23 Oct 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The leadership team is approachable and provide transparency around the strategic direction of the company. They reinforce the company culture and values through town halls, recognition programs and Employee Resource Groups (ERGs). Direct managers care about personal and professional growth, work-life balance and have high expectations of job performance.

Cons

The company is scaling quickly and experiencing growing pains as shifting priorities and responsibilities realign with long term strategy and new leadership.

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PlanSource Response
7mo
Thank you for taking the time to share such a thoughtful review! We're thrilled to hear that your experience reflects the approachability and transparency of our leadership team. It's great to know that initiatives like town halls, recognition programs and ERGs are resonating with you - they're key to how we stay connected and aligned as One Team. Scaling at this pace means we're continuously refining our structure and priorities to best support our long-term strategy. We're grateful for team members like you who embrace that evolution and help us shape what's next. Thank you again being part of the PlanSource journey and for contributing to the culture and collaboration that make our success possible. - The PlanSource Team

Explore other reviews about PlanSource

5.0
21 Jan 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
14 Jan 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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