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      PlanSource

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      PlanSource reviews

      Best Company I've Ever Worked For - Account Manager PlanSource Employee Review

      5.0
      9 Jan 2019
      Account manager
      Recommend
      CEO approval
      Business outlook

      Pros

      work/life balance support, support, SUPPORT! fair pay opportunities for professional growth support for personal growth management that HEARS your concerns and actually takes ACTION awesome co-worker culture that promotes strong work ethic while also having fun

      Cons

      not really a con, more the name of the benefits game... Q4 can be crazy, you'll definitely work a few extra hours here and there, but it is all to ensure our clients feel supported, which will only help solidify the client's decision to work with PlanSource.

      avatar
      PlanSource Response
      7y
      Um, WOW. :) Thank you so much for this phenomenal review! At PlanSource, we literally strive to hit the mark on all of the Pros you've listed above. We support work/life balance (in fact, we've been voted Top 100 Companies for Families for 6 consecutive years & Best Workplaces for Commuters 4 years in a row), and we really do support your professional and personal growth. Culture is huge for PlanSource and we live by our core values: Change is Good; Disruptive Change can be even better/ Having fun is an important part of anything worthwhile/ Empowerment leads to improvement/ Exceptional Customer Experience is a key to growth. Thank you so much for all of your efforts and we couldn't be who we are without YOU!

      Explore other reviews about PlanSource

      5.0
      21 Jan 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
      14 Jan 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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