PlanSource

Join our Product Release Webinar and be ready for Open Enrollment! Get ready to learn more about some of the exciting changes headed your way in our Summer 2024 Product Release.

Join us August 8 at 1 p.m. ET/10 a.m. PT for a preview. We’ll be sharing:
- New Enrollment Experience
- Closed-loop and Retroactive Payroll
- Connections – HCM and API updates
- Evidence of Insurability Enhancements

See you there! 👋 https://ow.ly/Slt950Sz0WW

Struggling with employee engagement and adoption of new technology platforms? We’ve got you covered!

💡 Don't miss this opportunity to learn from experts Stacey Harris from Sapient Insights Group and Tamra Harris from Ingevity in our upcoming webinar. Discover how data can drive your HR strategy, improve technology adoption and address labor challenges. Gain actionable insights to maintain a competitive edge among shifting employee expectations.

Register today! https://ow.ly/pMPJ50StWQY

We are excited to welcome Mike Morini to PlanSource as CEO!

“Mike has a breadth of experience leading and scaling enterprise platforms and a deep understanding of the HCM industry. His focus on building winning cultures and customer-centric approach will be a great fit for the PlanSource team,” said Nadeem Syed, Senior Managing Director, Head of Value Creation at Vista Equity Partners and Executive Chairman of the PlanSource Board of Directors.

See our Press Release: https://ow.ly/APub50SosQE

Each June we celebrate Pride Month to recognize and honor the contributions and experiences of our + colleagues, friends, family members, and members of the communities we serve.

Celebrating pride is a year-round commitment to creating a safe and welcoming environment for all. We encourage you to continue promoting respect, empathy, and acceptance in both your personal and professional lives.

PlanSource is proud to be an ally!

Join Stacey Harris, Chief Research Officer at Sapient Insights Group and Tamra Miller, Benefits Manager at Ingevity for a deep dive into the transformative power of data in the workplace. Discover the latest trends, strategies to boost employee engagement and insights into employee healthcare expectations.

Register now! https://go.plansource.com/l/153931/2024-06-06/4hj466

With PlanSource, is able to track their large, diverse workforce and customize their benefit offerings. Learn more in our latest customer success story with Christy and Annette Martinez-Novo, Senior Director, Benefit Solutions from Entertainment Partners! https://ow.ly/zuEu50SkSmE

PlanSource is closed today in honor of . Juneteenth marks the moment in United States' history — June 19, 1865 — when the remaining 250,000 enslaved African Americans in Confederate states were legally declared free two years after the Emancipation Proclamation was signed.

Today, we celebrate liberation, unity, diversity and equality! Happy Juneteenth!

PlanSource is excited to announce a new reseller partner, Synergos360! 👏 Through this new partnership, Synergos360 will offer PlanSource to clients seeking a highly configurable benefits engagement platform bundled with products and services.

“We’re excited to welcome Synergos360 to our reseller partner community. Their expertise in technology and commitment to providing customers the best platform is exciting to be a part of,” said Phil Carollo, President, Sales at PlanSource.

Read on about our new partnership: https://ow.ly/OEI150SfwIu

We recently hosted our Reseller Eclipse 2024 Retreat in Sea Island, GA! We shared updates and innovations from , fostered great discussions and enjoyed every moment of fun!

Thank you to our sponsors - Allstate Benefits, Guardian, MetLife, Mutual of Omaha, The Hartford and Voya.

April is Autism Awareness Month, a time to celebrate the unique perspectives and talents of individuals on the autism spectrum. believes diversity is our strength, and we're dedicated to creating an environment where everyone feels empowered to succeed.

As an employer, it's important to celebrate and include these individuals while fostering a culture of acceptance and offering support through your benefits package.

In observance of Good Friday and Easter weekend, PlanSource is closed today. We hope our employees, peers and customers have a lovely long weekend!

Happy Holi! We hope our team members have a colorful and bright day celebrating!

Happy International Women's Day! Today, we express gratitude to the women who bring passion, talent and leadership to our workplace. As we continue to build an inclusive culture, let's empower every woman to thrive and reach new heights in their careers!

Women stand as the strong foundations of families and resilient jugglers of both home life and professional commitments, illuminating the countless ways they contribute to the wellbeing and harmony of those around them.

Women’s History Month, observed annually in March, serves as a significant tribute to the contributions and achievements of women throughout history. While progress has been made, challenges persist. Equal pay, representation in leadership roles and addressing workplace discrimination are ongoing battles. To truly celebrate women, we must advocate for policies that promote fairness, inclusivity and diversity.

Learn more about celebrating Women's History Month and supporting women in the workplace in our latest blog: https://bit.ly/48xLExb

As you review your and previous plan year results, there are several questions you should be asking. Did you hit your goals? Are your employees satisfied with their ? What tech did or didn't work?

Join us Wednesday, February 28th at 1 p.m. ET/10 a.m. PT while our own Director of Total Rewards walks us through her experience this past OE. We'll discuss:

- What it was like to implement a new engagement platform
- How our platform and guided renewal tool impacted the enrollment experience
- What tools remain most important throughout the rest of the plan year outside of OE

🔶 Sign up today: https://bit.ly/3SfEBmN

PlanSource is closed today in observance of President's Day. We hope our employees, customers and peers have a relaxing long weekend!

February is National Cancer Prevention Month. Cancer affects millions globally, taking a toll on individuals and society at large. Homes and workplaces can both feel the burden, with decreased motivation and productivity due to illness, absenteeism and the emotional toll on employees and their families. Prioritizing cancer prevention not only supports individual wellbeing but also contributes to a healthier, more resilient workforce.

Read more about and crafting a package for support: https://bit.ly/49f8sCn

What an incredible start to 2024 with our annual Sales Conference in Ponte Vedra Beach! We celebrated our 2023 accomplishments, planned goals for 2024 and networked with our amazing partner sponsors!

Today we are thrilled to announce our Winter Product Release! The Winter Release introduced a new assistant, enhancements, new carrier integrations and more.

“We are kicking off 2024 with a series of enhancements that will continue to make our platform even easier to use, and save time and effort for our customers,” said Srini Venkatramani, Chief Product & Technology Officer at PlanSource. “I am especially proud of our dedication to leveraging AI to enhance the PlanSource experience for employers and employees."

Read on to learn about what's included in this release: https://ow.ly/KW7K50QwYA1

PlanSource is closed today in observance of the New Year. Cheers to ringing in 2024!

Happy Thanksgiving! PlanSource is closed today and tomorrow to give our team a much deserved long weekend. We hope everyone is having a lovely long weekend filled with family, friends and food! 🦃

OE season is here! Do you have a game plan ready to efficiently and effectively announce and promote open enrollment to your workforce?

Not all employees absorb and respond to information in the same way, so communicating your message loud and clear across multiple mediums will ensure that employees are informed and excited to make elections.
Check out our top 7 creative ways to announce and promote OE! https://ow.ly/Qi6M50Q5ynU

Getting on-site workers to remain engaged during OE is often tricky, so it’s not hard to imagine why keeping remote workers in the loop could be a challenge.
How can you mimic this same level of education and engagement with your remote teams to ensure they are confident with their benefits decisions?

We’ve got you covered with five specific tactics to engage remote employees before, during and after open enrollment. Check it out! 👉 https://ow.ly/Jfbb50Q3J7C

Our , India team held several events for our PlanSource Cares week! Built on 4 core pillars - Care for Self, Care for Team, Care for Family, and Care for Community - employees celebrated with an in-office Sanrakshan activity, a badminton tournament and a healthy meal cooking competition.

It's ! 🎉

We're proud to be a company. Learn more about our company culture, values & why PlanSource employees say we're a ! https://ow.ly/XlpG50Q2Lum