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, 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.

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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.

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