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PlanSource Financial Services, Inc.

PlanSource is a technology company driven to create a better benefits experience for employees and the HR teams that support them.

Helping people get the coverage they need is immensely important. Benefits give people peace of mind, access to invaluable health care, and can even save them from financial ruin. It’s a responsibility we take seriously. That’s why we are honored to partner with thousands of organizations on custom benefits programs, services and human capital management tools that help millions of employees and their families when they need it most.

PlanSource provides a cloud-based solution for benefits administration and human capital management that is affordable, intuitive and highly configurable to support any benefits strategy. Combined with a range of complementary benefit services, PlanSource is an employer’s single and complete source for human resources software.

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PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. We believe the easier benefits are to understand, use and manage, the more value people get out of them.... Read more


Helping people live happier, healthier lives, by maximizing the benefits of their benefits... Read more


We’re on a mission to create the best benefits experience possible. We’re a rapidly growing global benefits technology company looking for go-getters who want to make an impact and have fun while doing it. We work together to build innovative benefits software and experiences that help people live happier, healthier lives by maximizing the benefits of their benefits.... Read more

Additional Culture Details

PlanSource provides additional workplace benefits which enhance the culture of the organization. Healthy breakroom snacks are provided daily. Our people have the ability to work from home. We offer flexible hours to accommodate school events, doctor appointments, and other things in peoples’ daily lives. Our offices have private rooms dedicated to new moms who choose to breastfeed. We offer to people free or discounted tickets to local entertainment or sporting events. We choose to celebrate our people often, including providing 10 annual holidays for time away, monthly employee birthday celebrations (which often are themed), monthly “just-for-fun” celebrations like “national waffle day” and “wear your favorite sports team shirt”, and we even offer free year-end massages as gifts for our employees.

PlanSource also celebrates outside of the office with our people! We host an annual Summer Family Gathering where we invite employees to bring their families, too. We host routine team building activites and trainings for our people. Furthermore at the end of each year, we celebrate our hard work with a well-deserved holiday party for our employees.
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We believe in shared success and building value into every customer interaction.

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