The PlanSource HR Advisory Council

Download the HR Advisory Council Brochure

About The HR Advisory Council

The PlanSource HR Advisory Council is a group of leading employee benefits and human resources professionals who are committed to the betterment of their profession and their employee populations.

Although PlanSource sells through brokers, the purpose of this group is to ensure that PlanSource stays tuned in to the needs of its ultimate buyer and customer – the benefits and human resources professionals.

What Are The Objectives of the HR Advisory Council?


Organize and focus buyer recommendations on the most important issues facing the market


Stay up-to-date on what trends are shaping the benefits and human resources profession


Influence the direction of the PlanSource product road map, to ensure a successful partnership


Provide a forum in which networking and collaboration between industry peers can occur


Identify customer and industry best practices in benefits and human resources

Why Should You Participate in the HR Advisory Council?


Influence the development of product functionality to address market problems and meet business needs


Quality time with the PlanSource leadership team to ensure that policies and procedures are aligned


Advanced knowledge of product changes and updates to the PlanSource market offering


Opportunities to share and gain knowledge and experience from other Council members


Updated information on industry trends that shape the benefits and human resources industries

About The PlanSource Advisory Boards

PlanSource is a customer-driven company. We understand that our future success depends on keeping our current customers happy. Maintaining a balance between growth and customer retention is a direct result of PlanSource staying current, compliant and relevant. One of the key approaches we take to achieving this understanding is listening to and having high quality conversations with our partners and customers through the PlanSource Advisory Boards. By understanding our market from the point of view of our partners and customers, we stay relevant while both keeping existing customers happy and adding new customers to the PlanSource community.

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