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      PlanSource

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      PlanSource reviews

      Unhealthy Culture - Senior Benefits Consultant PlanSource Employee Review

      1.0
      5 May 2025
      Senior benefits consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      Software platform has great flexibility, even if it is underutilized and documentation is non-existent because no one is left who understands it beyond surface level set up.

      Cons

      Intense personality politics, favoritism, and massively negative culture that views ‘low level’ roles as not engaged enough and incapable. Poor support overall from management. All the good management is too overworked to make time for you- whoever does have time has too much of it, and will micromanage what they do not understand into the ground while framing it as cost effective improvements for personal promotions. All that you will get laughed out the door for even thinking about a raise for taking on three+ roles (and more as time persists) as one person. Very unsupportive of people who need any kind of accommodation.

      avatar
      PlanSource Response
      1y
      Thank you for taking the time to reflect on your experience, it is not the way we’d like you to remember your time at PlanSource, though we appreciate your feedback, it helps us grow. At PlanSource, we’re proud of our flexible, innovative benefits platform and the passionate people behind it. We feel strongly that we are successful BECAUSE of the talented team and dedication we have, that’s why we are committed to fostering a culture of inclusion, respect, and continuous improvement. Over the past year, we’ve made meaningful strides in leadership development, structures to support team members and internal mobility to strengthen career opportunities. We also prioritize work-life balance, flexible work options, and investments in tools and training to empower our teams. While we know there’s always room to improve, we’re proud of the progress we’ve made and the collaborative, people-first culture we’re building and what that will in turn deliver to our clients. We wish you all the best in your future endeavors. Allison Malito, SVP, Professional and Managed Services

      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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