A Shell of its Former Self - Anonymous employee PlanSource Employee Review

1.0
7 May 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

The system itself is pretty great, has a lot of features, robust capabilities, and integrations that make it a powerful piece of software, if it was properly utilized/understood. My team and those on my level were collaborative and supportive, my team lead was fantastic, and my manager was pretty good, not overbearing and let me do my thing without interference.

Cons

Unfortunately, when you got beyond that level (and even on that same managerial level in different divisions/departments) things fell apart. Leadership is hypocritical and either obfuscated our true financial health or just kept all the profits to themselves while shrugging and saying “welp, we didn’t do well enough to make sure you guys get your promised bonuses too sorry about that gotta take care of us first lolol”. My Director seemed petty and arrogant at their best and willfully malicious at their worst. Other senior leadership openly mocked the work of team members in team-wide chat rooms for what they thought was an incorrect setup when it was built to the client’s requests/specifications. That same senior leader had a habit of aggressively and erroneously asserting they knew the correct process and procedures without consulting subject matter experts or even being with the company very long because “that’s how (their previous company) did it”. Once we get to the C-Suite level, it has that feel that no one is actually doing anything but patting each other on the back for what they think is a good job. Town Halls are lip services rife with acronyms and buzzwords that the actual ground level employees care nothing about. The CEO likes to wax poetic in football metaphors while riding the coattails of his past success all while he just lines the Board’s and parent company’s pockets while he preps it for a sale. Here’s an analogy he can follow: PlanSource used to be like the New England Patriots dynasty, where it was near, if not THE top of its class year in and year out. Now it’s more akin to the Dallas Cowboys, pounding its chest and bloviating over wins that happened 30 years ago while deluding themselves that any shred of relevancy still exists. Our old CEO was humble, had vision, encouraged diversity, encouraged employee well-being and flexibility, and knew that a successful company started with successful and taken-care-of employees. Now, employees are treated as a means to an end; a class that is ground into dust with overwork, zero support, and ultimately cast aside when they physically/emotionally cannot endure any more. It is truly disappointing to see what this place has turned into, especially since I was one of the very few who remembered what it was and how good it used to be.

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PlanSource Response
1y
Thank you for taking the time to share your detailed feedback. We’re glad to hear you had a positive experience with your immediate team, manager, and the capabilities of our platform. At PlanSource, we believe in One Team and One Mission and while it’s encouraging to know that spirit was reflected within your team it’s clear that we have some work to do to ensure that same alignment and support is felt consistently across the organization. Hearing that aspects of leadership and communication left you feeling disappointed is not something we take lightly. We are actively working to improve transparency, accountability, and employee experience across all levels of the company. Constructive feedback like yours—especially from those who’ve seen the company evolve—is invaluable. It reinforces where we’re doing well and where we need to be better. Our people have always been at the heart of our success, and we remain committed to listening, learning, and evolving to make PlanSource a place where everyone feels supported and respected. We wish you the best in your next chapter and thank you again for your time at PlanSource.

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.

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
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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