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      PlanSource

      Engaged Employer

      PlanSource reviews

      3.5

      60% would recommend to a friend

      (389 total reviews)
      avatar

      Mike Morini

      56% approve of CEO

      57% positive business outlook

      Ratings by demographic groups

      PlanSource has an employee rating of 3.5 out of 5 stars, based on 389 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

      Reviews by job title

      389 reviews
      1.0
      Sep 26, 2019

      Avoid Implementation jobs like the plague!

      Project manager/implementation consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Since you will get no training, you will only hear from management when a client escalates a complaint to them.

      Cons

      So many. 7 different managers in the last 2 years. Your peers have to train you because managers won’t. VP level is a joke. Everyone who starts there transfers out—managers included. If a client complains, you will take the heat for a manager/co-worker failure. Company won’t staff properly and there is much more work than people to do it. No time to transition clients to service because the onboarding workload is crushing so you get buried. I could go on forever.

      avatar
      PlanSource Response
      6y
      Thank you for your feedback and service to PlanSource. I’m disheartened to hear of your experience and perspective. We provide an environment for all voices to be heard and will love the opportunity to hear from you directly. If you’re still open to connecting, please reach our VP of HR at jchugani@plansource.com. The roles in Implementation are very important to PlanSource’s success and client escalations need to be addressed urgently especially during Q4 so as to help our employer and broker community prepare for their Open Enrollment. This is a unique environment and best suited for those who are willing to move fast and operate with excellence. Given the depth of knowledge employees gain on our platform, while in Implementation, they do move to other positions as part of their career progress or promotion. We also have rolled out our new Management Development program to help our managers lead effectively. Once again, I appreciate your feedback and ideas on work needed and how we can improve.
      5.0
      Sep 18, 2019

      Love this Company

      Sales
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great Downtown Location, This place really is a great place to work, everyone is so friendly and nice here, Plan Source strives to make sure they keep it that way by making a fun and stress free work environment.

      Cons

      Not really many that I can think of. My only real CON so far is that 401K takes way to long to start taking effect. You have to wait 90 days which is normal but if you also have to have to wait until the next new quarter begins since they only enroll people Once per quarter. So Say you start your 1st day Mid Jan you wont be allowed to start contributing / receiving contributions to your 401K until October 1st which is CRAZY in my opinion to have to wait 9 months to start saving for 401K. I'm not sure if this is due to the company or due to the company PlanSource uses for their retirement funding but so far that has been my only CON with this Company.

      avatar
      PlanSource Response
      6y
      Hey there! Thank you so much for the awesome review! I am so glad you are enjoying our culture here - we strive to make work be fun and rewarding, and as stress-free as possible. Thanks for the feedback on the 401K. It does take 6 months of service at PlanSource to contribute; however, you are vested immediately upon hire. I hope this clears up any confusion as it relates to your 401K! Thanks for your feedback as we will put it to good use. :)
      5.0
      Aug 6, 2019

      This company is a breath of fresh air!

      Learning and development specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      -Work life balance -Fun environment -Great Location -Competitive Salary & Benefits -Supportive culture I enjoy coming to work. I know that may sound tacky, but I mean it. It is a great environment, people are friendly, and helpful. I have a great team and have really felt so welcomed here. If you are looking for a progressive company that values your happiness, then this is definitely a place for you. I have already referred two friends to the company.

      Cons

      The company is growing at a rapid rate, so there are constant new faces and changes. It isn't a con really. I am excited to see where the company goes. It's just fast paced. The interview process can be a little intense, but that is because they want to make sure you are a good fit for the organization. Don't let that scare you away. It's all worth it in the end. :)

      avatar
      PlanSource Response
      6y
      Thank you so much for your amazing review! We are so excited that you love coming into work every day - really, we wouldn't be as wonderful as we are if it weren't for our amazing employees! We really do value each and every one of you, and we are so glad you're here! Thanks for making PlanSource an exceptional place to work! :)
      Viewing 301 - 303 of 389 Reviews
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      ReviewsPlanSource reviews

      Glassdoor has 412 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.