Great company and great culture! - Anonymous employee PlanSource Employee Review

5.0
27 Oct 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

PlanSource has exceeded my expectations regarding culture, work-life balance, teamwork and collaboration. We have a very warm and team centric culture, leadership understands we have lives outside of work, pay and benefits are competitive, work is remote, and time off is flexible. Bonus is strong leadership/C-Suite and growth in the market!

Cons

With rapid growth comes a bit of chaos and organizational struggles - this is to be expected. But this also generates loads of opportunities to make an impact. Know that to move forward in the interview process, you will have to take a timed exam. Do yourself a favor and pay the $30 for the full guide and practice tests!!

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PlanSource Response
7mo
We're thrilled to hear that your experience at PlanSource has exceeded your expectations - especially when it comes to our culture, work-life balance and collaborative environment. You're absolutely right that with growth comes change and we see that "organized chaos" as a sign of progress and innovation. We appreciate team members like you who embrace that energy and help turn it into impact. Thank you again for being part of the journey and for recognizing the dedication of our teams and leaders. We're excited about the momentum ahead and grateful to have you on board as we continue to grow together. - 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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