• PRODUCT
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      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
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      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
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      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
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      Explore employer HR tools from time tracking to compliance and more
      
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      We'll help you enhance your business and better serve your clients
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      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

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      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
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      We provide the support you need to ensure successful implementation
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      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
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      
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      Unlock your full potential in a dynamic, forward-thinking organization
      
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      z
      News
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  • 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 Benefits Benchmark Report

      2022 Benefits Benchmark 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 Recognized by Comparably in Three Categories for Q3 2025

      PlanSource Recognized by Comparably in Three Categories for Q3 2025

      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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Caddo Parish Public Schools | COBRA Services

Caddo Parish Public Schools | COBRA Services

by Jill Garrison | Oct 3, 2025 | Customer Success Story, Videos

Return to Resources Success Story Video: Caddo Parish Public Schools | COBRA Services Lynn Hooper, Director of InsuranceCaddo Parish Public SchoolsHeadquarters: Shreveport, LA Caddo Parish Public Schools prides itself as a gateway to lifelong opportunity through...
How AI Simplifies Annual Enrollment and Reduces Stress for HR Leaders

How AI Simplifies Annual Enrollment and Reduces Stress for HR Leaders

by Addie Sorhaitz | Oct 17, 2025 | Resources, Blogs

Return to Resources How AI Simplifies Annual Enrollment and Reduces Stress for HR Leaders Jennifer Wear, Vice President of Product Marketing   Read Time: 7 minutes Annual enrollment (AE) is a critical time for employees, yet one survey shows that 41% find their...
ACA Distribution Just Changed: What Employers Need to Know

ACA Distribution Just Changed: What Employers Need to Know

by Addie Sorhaitz | Oct 13, 2025 | Resources, Blogs

Return to Resources ACA Distribution Just Changed: What Employers Need to Know  Andreea Ciocirlan, Senior Product Marketing Leader    Read Time: 6 minutes The Paperwork Burden Reduction Act (PBRA), signed December 23, 2024, changes how employers provide ACA Form...
PlanSource Recognized by Comparably in Three Categories for Q3 2025

PlanSource Recognized by Comparably in Three Categories for Q3 2025

by Rayna McGinnis | Oct 24, 2025 | Featured News, Press Releases, Newsroom

Return to Resources PlanSource Recognized by Comparably in Three “Top Company” Categories for Q3 2025 Honored for Work-Life Balance, Happiness, and Perks & Benefits, reflecting its people-first culture and commitment to employee success   Orlando, FL -October...
PlanSource Recognized by Comparably in Three Categories for Q3 2025

PlanSource Named UKG 2025 Innovator of the Year

by Rayna McGinnis | Oct 30, 2025 | Featured News, Press Releases, Newsroom

Return to Resources PlanSource Named UKG 2025 Innovator of the Year for Leading the Way in Connected Benefits Experiences Award recognizes PlanSource’s advancements in automation, UKG integration, and carrier connectivity    ORLANDO, Fla. – OCTOBER 30, 2025...
PlanSource Recognized by Comparably in Three Categories for Q3 2025

PlanSource Partners with SAVVI Financial

by Jill Garrison | Sep 16, 2025 | Featured News, Press Releases, Newsroom

Return to Resources PlanSource Partners with SAVVI Financial to Advance a More Human-Centered Benefits Experience Collaboration delivers seamless decision support as part of a broader mission to create clear, personalized, and trustworthy benefits experiences....
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