PlanSource

PlanSource applies AI to simplify complex processes, reduce manual effort, and help teams make clearer, more confident decisions. This includes automating tasks and improving decision-making through AI-powered experiences.

PlanSource offers service excellence with expert teams, structured processes, and accountability to deliver dependable outcomes at every stage. Support is not just a last step but a core part of how they work from the start.

PlanSource continuously strengthens the platform's foundation by improving scalability, reliability, and performance to support growth without disruption. This includes modernizing the platform and ensuring dependable service.

PlanSource expands integrations and partnerships to connect systems, share data seamlessly, and create a more unified benefits landscape. This helps in creating a more connected and efficient benefits ecosystem.

PlanSource's leadership includes Mike Morini (CEO), Mike Ehlers (Chief Technology Officer), Greg Mercer (Chief Growth Officer), Jodie Ortiz (SVP of People), Ana Perez (CMO), Eddie Pinto (SVP of Product), Todd Stockard (Chief Financial Officer), and Jenny Zador (General Counsel & Chief Compliance Officer). They bring extensive experience in software, benefits administration, and HR technology.

PlanSource's values include service, optimism, urgency, reliability, curiosity, and efficiency. These values guide how they build systems, interact with teams, and deliver outcomes that people can rely on.