For years, we’ve been evolving — shaped by feedback, grounded in partnership, and driven by a belief that benefits administration should feel simpler, clearer, and more human.
Along the way, we’ve built a modern, connected platform designed to handle complexity with ease. But that’s only the beginning. We’ve expanded our team with industry-leading talent to push what’s possible and set a new standard for the industry. From AI-powered implementations, to experiences that remove friction for HR teams and employees alike, we’re delivering innovation that makes benefits smarter and more human — at scale.
This rebrand marks that evolution coming fully to life. A new chapter where managing benefits feels lighter, processes flow smoothly, and change no longer feels disruptive. Where the hard work happens behind the scenes, so HR teams can stay focused on what matters most: their people.
Meet the new PlanSource — reimagined to reflect who we are today, and built for what HR needs tomorrow.
Benefits administration is overdue for an upgrade.
Join us for a closer look at what’s ahead.
Benefits administration is overdue for an upgrade
Join us for a closer look at what’s ahead.
The Next Chapter
January 29, 2026 @ 1:00pm ET
Join our executive team as we celebrate the momentum of 2025, dive deeper into our rebrand, and share a sneak peek of the strategic priorities and roadmap that will define the future of our industry.
This guide defines the core elements of the PlanSource brand. It covers our mission, values, colors, logo usage, and other key standards. Use these guidelines to understand how to represent our brand clearly and consistently.
If you have an specific request, please reach out to the marketing team via marketing@plansource.com
BRAND MISSION
We are on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences.
BRAND PROMISE
We are the only benefits administration partner you’ll ever need — innovating with intention to create an effortless experience.
BRAND PILLARS
Tech built for what’s next
Powered by a modern, flexible infrastructure, our platform connects seamlessly across systems, automates what used to slow you down, and keeps complexity out of sight. Built with real people in mind, it’s designed to simplify every interaction — creating better experiences for you today and paving the way for the innovations of tomorrow. Because when your platform is built for what's next, it doesn't just work better — it evolves faster, so you can too.
AI-forward, human-first
The true value of AI lies in knowing when to use it, and when not to. That’s why we integrate AI with intention: to save time, remove friction, and lighten the load while providing support along the way. Working quietly in the background, our AI amplifies service, ensures data accuracy, and creates smarter, more human-centered benefits experiences.
Experts in action
We've gathered the leading innovators in benefits administration who share one bold ambition: to reinvent the experience for all involved. We're not afraid to challenge what's always been done, pushing the boundaries of what's possible — solving longstanding problems and creating meaningful, measurable impact for organizations and their people.
Service that never settles
We’re dedicated to protecting the humanity of HR. Every partnership begins with understanding and grows through reliability. Through proactive service, customer obsession, and genuine care, we create supportive, empathetic experiences at every step.
Our logo and usage
The new PlanSource logo features a smooth, flowing “P” monogram paired with a friendly, all-lowercase serif typeface, creating a cohesive, approachable identity that reflects flexibility, ease, and support. The logo is primarily used with a poppy icon and charcoal or off-white wordmark, with single-color versions reserved for small-scale or high-contrast applications.
Using the same clear space guidelines, separate the PlanSource logo and partner logos with a simple 1px line and equal spacing on both sides. In horizontal layouts, the clear space equals the width of the “p” in the PlanSource wordmark; in vertical layouts, it equals the height of the “p.”
Color palette
Our primary color palette balances human warmth with technical excellence, is designed to work together in layouts with proper contrast for text, and must always be used at the specified values to ensure consistency across applications.
For exact hex codes, hover your cursor over each color to view the value.
BURGUNDY
#430813
OFF-WHITE
#F7F1E5
CHARCOAL
#14131E
POPPY
#EE725F
BLUE
#76A1C3
CLEMENTINE
#F1A96E
Primary brand typefaces
Our main font is FK Roman Standard, which is easy to read at large sizes and should be used for headlines or big moments. Inter is our secondary font and should be used for body copy and everyday text because it stays clear and readable at smaller sizes.
*FK Roman Standard is a licensed font for internal PlanSource use only. If you are outside the organization, please contact the PlanSource marketing team for guidance.
Photo style
Our photography features people in aspirational, lifestyle settings, using natural light and brand-aligned color to reinforce the primary palette. Subjects are shown in both office and casual, mobile environments, captured from unexpected angles to create a sense of dynamic energy.
Our icon set uses the Phosphor Icons library, adjusted via the Figma plugin or Phosphor website, to support and clarify paired text in brand communications. In select cases such as slides or web pages, gradient fills may be applied to add emphasis and visual interest.
Watch the brand introduction video to get a deeper understanding of who the new PlanSource is, what we stand for, and how that vision comes to life through our visual expression.
Get in touch with the marketing team for further support or additional questions.
