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      PlanSource

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      PlanSource reviews

      Avoid Implementation jobs like the plague! - Project Manager/Implementation Consultant PlanSource Employee Review

      1.0
      26 Sept 2019
      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.

      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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