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.
Meet the new PlanSource
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.
Benefits administration is changing, and PlanSource is pioneering that change.
In this webinar, our leaders share how new technology, deeper service investment, and intentional innovation are making “effortless benefits administration” real for the first time. They also dive deeper into our rebrand, and what this moment really means for the industry as a whole.
To learn what will disrupt how benefits are built, delivered, and supported in the years ahead, this is where it starts.
Inside the change
A Bold Step Forward in PlanSource’s Transformation
Mike Morini, Chief Executive Officer
Learn how our evolution is raising the bar for benefits administration, delivering greater accuracy, efficiency, and confidence at every step.
Great Benefits Tech Isn’t Enough. Service is What Makes It Work.
Greg Mercer, Chief Growth Officer
Discover how gaps emerge without responsive, knowledgeable service — and why even the best benefits platforms and technology need strong support behind them.
