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      PlanSource

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      PlanSource reviews

      Leadership changes have taken the company in the wrong direction - Engineering Manager PlanSource Employee Review

      1.0
      4 Sept 2025
      Engineering manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Nothing left anymore due to new leadership coming in.

      Cons

      Recently, a new leader joined the management team and the impact has been concerning. The individual has a history of driving companies toward losses and unfortunately seems to be repeating the same patterns here. Employee well-being and empathy appear to be low priorities, and several hires have been made from their previous organizations — including teams from ValueLabs, whose past track record on projects has been far from positive. Instead of investing in real innovation, the company is heavily relying on ValueLabs’ rebranded tool (“Aide”), which is essentially Copilot with a different UI. Leadership is projecting that future development will happen almost entirely through this tool, which feels like more of a shortcut than a sustainable strategy. This shift in approach, combined with questionable hiring practices, raises serious concerns about the direction of the company and its long-term health.

      avatar
      PlanSource Response
      8mo
      Thank you for taking the time to share your feedback. We're sorry to hear that your recent experience has left you with such strong concerns and we appreciate your perspective. As part of our commitment to ongoing evolution, we’ve made strategic leadership and operational changes, including transitioning our India-based operations to a trusted partner to provide strong local leadership, long-term stability, and dedicated support for the region. We recognize that transitions of this scale can bring uncertainty, at times, mixed emotions. However, we remain deeply grateful for the commitment and contributions of our India based colleagues over the years. We remain committed to building with intention: investing in innovation that supports — not replaces — our people, fostering a culture grounded in transparency and accountability, and creating a value for both our cusotmers and employees. While no transformation is without its challenges, we take feedback seriously and use it to continuously improve. We thank you again, and wish you all the best in your career journey. - The PlanSource Team

      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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