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PlanSource Certified as a Great Place to Work® for Fourth Consecutive Year

Recognition reflects a culture of trust, support, and continuous evolution — powering innovation and service excellence across the organization

PlanSource, a leader in benefits administration technology and services, today announced it has once again been ranked among the top places to work by Great Place To Work®, achieving certification for the fourth year in a row. The recognition is based entirely on employee feedback and reflects a workplace where people feel supported, connected to one another, and energized by the work they do.

This year’s results underscore a workplace where people trust one another, take pride in their contributions, and experience genuine camaraderie and a strong sense of belonging. Employees gave PlanSource exceptionally high marks for fairness and safety, with 95% saying people are treated fairly regardless of race, gender, or sexual orientation, and 87% saying they experience strong camaraderie and a sense of community at PlanSource. Employees also highlighted the collaborative spirit across the organization — describing a workplace where teams support one another, share ideas freely, and celebrate successes together.

“Being certified as a Great Place to Work for the fourth year in a row is a testament to our people and the culture they’ve built together,” said Mike Morini, Chief Executive Officer at PlanSource. “That culture fuels our ability to innovate, adapt, and deliver exceptional service. When our teams feel empowered and proud of the work they do, our customers feel the difference.”

PlanSource has intentionally built a culture that prioritizes trust, inclusion, and continuous improvement — creating the conditions for teams to innovate and deliver consistent, high-quality service.

“Our teams are the reason PlanSource continues to grow, adapt, and lead,” said Jodie Ortiz, SVP, People at PlanSource. “We’re focused on creating an environment where employees feel empowered, connected, and confident in the work they do. When teams trust each other, feel connected to their colleagues, and take pride in their impact, they deliver exceptional outcomes for our customers and partners.”

Great Place to Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to drive market-leading performance, retention, and innovation.

To learn more about PlanSource and explore career opportunities, visit: https://careers.plansource.com/jobs

About PlanSource

PlanSource is a benefits administration technology and services company on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences. PlanSource solves complex benefits challenges for thousands of customers by pairing strategic administration services with a modern, highly configurable platform designed to reduce risk, remove friction, and support better benefits decisions. Built on deep expertise, human-first AI, and one of the most extensive integration ecosystems in the market, PlanSource helps consultants, resellers, and HR teams deliver benefits experiences that feel clear, connected, and easier to manage. Learn more at plansource.com.

About Great Place To Work®

As the global authority on workplace culture, Great Place To Work® brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Their proprietary platform and For All™ Model helps companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified™ or receiving recognition on a coveted Best Workplaces™ List.

About Great Place to Work Certification™

Great Place To Work® Certification™ is the most definitive “employer-of-choice” recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience — specifically, how consistently they experience a high-trust workplace. Great Place to Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place To Work-Certified.

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