• PRODUCT
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      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
      Why PlanSource
      See what PlanSource can do for employers, brokers and resellers alike
      
      Employee Engagement Solutions
      Empower your HR team with tools for seamless employee engagement
      v
      Communications
      Intuitive benefits communication capabilities for effective engagement
      
      Shopping
      Simplify employee benefit choices while optimizing HR efficiency
      N
      Enrollment
      Empower efficient, hassle-free enrollment with a user-friendly platform
      
      Billing
      Save time and money each month with automated benefits billing
      
      Compliance
      Our comprehensive compliance solutions ensure regulatory adherence
      i
      Administration
      Efficiently manage employee benefits with industry-leading automation
      
      Services Overview
      Explore several comprehensive HR and administration services we offer
      
      Benefits Outsourcing
      Let us be a part of your HR team with premium benefits outsourcing
      
      Employee Contact Center
      Access efficient, personalized assistance for all HR and benefit inquiries
      
      Billing Reconciliation & Payment
      Ensure accuracy with Billing Reconciliation and Payment services
      
      COBRA Administration
      Let us handle the full cycle of COBRA responsibilities for your HR team
      i
      HRA/FSA/HSA Administration
      Fully managed tax-advantaged benefit accounts to level up portfolios
      R
      Dependent Verification
      Reduce costs with AI dependent verification and auditing services
      
      Custom Communications
      Personalize your employee benefit communications for engagement
      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
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      
      Employers & HR
      Explore employer HR tools from time tracking to compliance and more
      
      Brokers
      We'll help you enhance your business and better serve your clients
      Y
      Carriers
      See how our platform empowers partners to thrive in the modern world
      
      Resellers
      Discover the incredible benefits of joining forces with us as a reseller
      
      Decision Support
      Empower smarter benefit decisions with robust decision support tool
      U
      EOI
      Automate complexities of EOI for time and improved experiences
      
      Mobile
      Our innovative mobile solutions make on-the-go benefits access easy
      
      Data Visualization
      Revolutionize your benefits data with dashboards, reports and more
  • CUSTOMERS
    3 2

      Customers

      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
      A
      Implementation
      We provide the support you need to ensure successful implementation
      f
      Customer Experience
      See how we create exceptional experiences for you and your workforce
      i
      Customer Resources
      Access the knowledge you need to maximize your benefits experience
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      Try our new survey tool to find best fit solutions for your organization
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      g
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      See how our platform empowers our partners in the modern world
      R
      HCM Solutions
      Discover our HCM partnerships and how they optimize HR operations
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      Partner Marketplace
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      FEATURED RESOURCE
      2022 Benefit Trends Report

      2022 Benefit Trends Report

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      PlanSource Partners with SAVVI Financial

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      U
      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
      How we empower businesses with cutting-edge benefits technology
      
      Careers
      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
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      Discover the vision, expertise, and passion that fuels our team
      z
      News
      Stay up to date on PlanSource announcements and partnerships
  • PRODUCT
    3 2
      Product

      Benefits Platform

      Services

      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
      Why PlanSource
      See what PlanSource can do for employers, brokers and resellers alike
      
      Employee Engagement Solutions
      Empower your HR team with tools for seamless employee engagement
      v
      Communications
      Intuitive benefits communication capabilities for effective engagement
      
      Shopping
      Simplify employee benefit choices while optimizing HR efficiency
      N
      Enrollment
      Empower efficient, hassle-free enrollment with a user-friendly platform
      
      Billing
      Save time and money each month with automated benefits billing
      
      Compliance
      Our comprehensive compliance solutions ensure regulatory adherence
      i
      Administration
      Efficiently manage employee benefits with industry-leading automation
      
      Services Overview
      Explore several comprehensive HR and administration services we offer
      
      Benefits Outsourcing
      Let us be a part of your HR team with premium benefits outsourcing
      
      Employee Contact Center
      Access efficient, personalized assistance for all HR and benefit inquiries
      
      Billing Reconciliation & Payment
      Ensure accuracy with Billing Reconciliation and Payment services
      
      COBRA Administration
      Let us handle the full cycle of COBRA responsibilities for your HR team
      i
      HRA/FSA/HSA Administration
      Fully managed tax-advantaged benefit accounts to level up portfolios
      R
      Dependent Verification
      Reduce costs with AI dependent verification and auditing services
      
      Custom Communications
      Personalize your employee benefit communications for engagement
      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
  • SOLUTIONS
    3 2
      Solutions

      By Role

      By Area

      
      Employers & HR
      Explore employer HR tools from time tracking to compliance and more
      
      Brokers
      We'll help you enhance your business and better serve your clients
      Y
      Carriers
      See how our platform empowers partners to thrive in the modern world
      
      Resellers
      Discover the incredible benefits of joining forces with us as a reseller
      
      Decision Support
      Empower smarter benefit decisions with robust decision support tool
      U
      EOI
      Automate complexities of EOI for time and improved experiences
      
      Mobile
      Our innovative mobile solutions make on-the-go benefits access easy
      
      Data Visualization
      Revolutionize your benefits data with dashboards, reports and more
  • CUSTOMERS
    3 2

      Customers

      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
      A
      Implementation
      We provide the support you need to ensure successful implementation
      f
      Customer Experience
      See how we create exceptional experiences for you and your workforce
      i
      Customer Resources
      Access the knowledge you need to maximize your benefits experience
  • PARTNERS
    3 2
      Try our new survey tool to find best fit solutions for your organization
      Get Started

      Partners

      e
      Partner Overview
      Explore our diverse network of top-tier, strategic partnerships
      g
      Insurance Carrier Integrations
      See how our platform empowers our partners in the modern world
      R
      HCM Solutions
      Discover our HCM partnerships and how they optimize HR operations
      
      Partner Marketplace
      Easily find and compare the best benefit options with our Marketplace
  • RESOURCES
    3 2
      FEATURED RESOURCE
      2022 Benefit Trends Report

      2022 Benefit Trends Report

      Featured Resource, Guides & Reports
      No results found.
      Resources

      By Type

      By Topic

      HR Discovery Center

      i
      All Resources
      
      Guides & Reports
      
      Webinars
      
      Blogs
      
      Product Sheets
      d
      Case Studies
      
      Videos
      
      Benefits Administration
      
      Industry Trends
      
      Open Enrollment
      
      Demos
      R
      HR Efficiency
      v
      Employee Communications
      h
      Products & Services
      
      Open Enrollment
      
      Employee Engagement
      
      Automation Tools
      
      Benefits Outsourcing
      
      Offering Employee Benefits
  • COMPANY
    3 2
      FEATURED News
      PlanSource Partners with SAVVI Financial

      PlanSource Partners with SAVVI Financial

      Featured News, Press Releases, Newsroom
      No results found.

      Company

      U
      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
      How we empower businesses with cutting-edge benefits technology
      
      Careers
      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
      
      Leadership
      Discover the vision, expertise, and passion that fuels our team
      z
      News
      Stay up to date on PlanSource announcements and partnerships
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PlanSource CISO TJ Hart to Present on Cyber Security

PlanSource CISO TJ Hart to Present on Cyber Security

by Jill Garrison | Apr 25, 2019 | In the News, Newsroom

RETURN TO NEWSROOM PlanSource CISO TJ Hart to Present on Cyber Security Orlando, Fla. – April 24, 2019 – PlanSource Chief Information Security Officer TJ Hart will appear on a panel of experts at the SecureCISO Conference on May 2 in Houston, Texas. SecureCISO is an...
PlanSource Named Best and Brightest Company in Michigan

PlanSource Named Best and Brightest Company in Michigan

by Jill Garrison | May 7, 2019 | In the News, Newsroom

RETURN TO NEWSROOM PlanSource Named Best and Brightest Company in Michigan ​ Award recognizes corporate culture, company performance, employee benefits and work/life balance Orlando, Fla – May 7, 2018 – PlanSource, a leading provider of cloud-based benefits software,...
PlanSource Named to Constellation ShortList for Ben Admin

PlanSource Named to Constellation ShortList for Ben Admin

by Jill Garrison | Aug 14, 2019 | In the News, Newsroom

RETURN TO NEWSROOM PlanSource Named to Constellation ShortList for Ben Admin Orlando, Fla. – August 15, 2019 –PlanSource today announced it was named to the Constellation ShortList™ for benefits administration in Q3 2019. The technology vendors and service providers...
Dayne Williams to Present at William Blair Conference

Dayne Williams to Present at William Blair Conference

by Jill Garrison | Nov 11, 2019 | In the News, Newsroom

RETURN TO NEWSROOM Dayne Williams to Present at William Blair Conference Orlando, Fla. – November 11, 2019 – PlanSource CEO Dayne Williams will be a featured panelist at the William Blair Benefits Technology Conference on November 13, 2019 in New York City. Dayne will...
PlanSource Named to Constellation ShortList™ for Top Benefits Solutions

PlanSource Named to Constellation ShortList™ for Top Benefits Solutions

by Jill Garrison | Aug 20, 2020 | In the News, Newsroom

RETURN TO NEWSROOM PlanSource Named to Constellation ShortList™ for Top Benefits Solutions We are excited to announce that PlanSource has been named to the 2020 Constellation ShortList™ for Benefits Administration by analyst firm, Constellation Research. The ShortList...
PlanSource Named Best and Brightest Company in Michigan

Sun Life and PlanSource Announce New Boost Partnership

by Jill Garrison | Oct 29, 2020 | In the News, Newsroom

RETURN TO NEWSROOM Sun Life and PlanSource Announce New Boost Partnership This press release was also shared on Sun Life’s website. You can read the original post here. New partnership brings Sun Life benefits products to the PlanSource Boost program to accelerate...
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