PlanSource reviews

3.5

60% would recommend to a friend

(389 total reviews)
avatar

Mike Morini

56% approve of CEO

57% positive business outlook

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
5.0
Jan 9, 2019
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.

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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!
2.0
Jan 9, 2019

Do not work for their Implementation Dept

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Great software and services, some positions allow for work from home, flexibility with schedules. It seems like other departments have a positive culture.

Cons

The Implementation department can’t support the volume of clients coming in. The workload is beyond absurd with no incentive or overtime paid, little to no support or help, and virtually no training. The department is in disarray with employees quitting left and right, most of which barely stayed for a year. It doesn’t matter how many times you contact management for help, they don’t have time to respond until it becomes an escalation. They just keep assigning new clients because their hands are tied. I’m sure someone from HR will see this and respond to this in a similar manner to the other negative reviews on here. I hope they can fix things because it would be a great place to work if it was a functioning department with proper training and resources (especially for 4th quarter) but until then, steer clear of working for Implementation!

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PlanSource Response
7y
Thank you for your review and feedback. I am sorry your PlanSource experience was different. We value our employees above all else and always strive to cultivate a positive, nurturing work environment. It’s no excuse, but just to put it in context: our business is cyclical and Q4 is the busiest time of the year, especially for our implementation team. That is the nature of the industry we serve. We are very proud of our implementation team as they onboard new clients and allow them to have a successful open enrollment. Work load during this time is heavy and the team goes above and beyond to make sure our clients have a best-in-class experience. During these busy times, PlanSource puts together a number of initiatives to help employees with their workload – increased hiring, simplified processes based on prior year’s experiences, in-office massages, yoga, fun team activities and other health breaks – to stay positive. It is a process that we continually try to improve, and feedback such as yours is incredibly valuable in our efforts. We will put it to good use. We wish you the best of luck in your future endeavors and appreciate your time to leave us feedback.
4.0
Dec 31, 2018

Great job

Recommend
CEO approval
Business Outlook

Pros

Friendly people, nice work environment. Destiny was very helpful and kept me informed during the hiring process. I was surprised that I had 3 interviews for an average level position. Nice Christmas Party with great giveaways. The biggest prize was $200 with Southwest Airlines.

Cons

None, so far so good.

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PlanSource Response
7y
Thanks so much for the positive feedback! We strive to keep our candidates informed throughout the interview process, as well as continue to keep our employees engaged and having fun, as FUN is one of our Core Values. Thank you for your review and we appreciate you here at PlanSource! Keep up the great work! :)
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