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Todd Stockard Joins PlanSource as Chief Financial Officer

Seasoned financial executive joins PlanSource to lead team in next phase of growthOrlando, Fla. – Dec 10, 2024 – PlanSource, a leading cloud-based benefits administration technology and service provider, welcomes Todd Stockard, Chief Financial Officer. In this ...

Ana Perez Joins PlanSource as Chief Marketing Officer

Marketing executive brings deep benefits administration expertise to help accelerate strategic growth

Greg Mercer Joins PlanSource as Chief Growth Officer

Benefits and HR tech leader with more than 20 years of experience joins to lead Go-to-Market strategyOrlando, Fla. – Oct 8, 2024 – PlanSource, a leading cloud-based benefits engagement platform, welcomes Greg Mercer as Chief Growth Officer. In this role, Greg will ...

Summer 2024 Product Release Reveals New AI Virtual Assistant & Payroll Solutions

PlanSource releases Olive, the virtual assistant, closed loop payroll and carrier integrations in the summer release.Orlando, Fla. – Aug 27, 2024 – PlanSource, a leading provider of cloud-based benefits engagement technology, announced today the launch of its ...

PlanSource Welcomes Jennifer Zador as General Counsel & Chief Compliance Officer

Legal and Compliance leader with more than 20 years of experience to drive legal strategy at PlanSourceOrlando, Fla. – August 6, 2024 – PlanSource, a leading cloud-based benefits engagement platform, welcomes Jennifer Zador as General Counsel and Chief Compliance ...

PlanSource Appoints Mike Morini as Chief Executive Officer

Software industry leader with focus on customers, culture and community to drive next phase of growth at PlanSourceOrlando, Fla. – June 25, 2024 – PlanSource, a leading cloud-based benefits engagement platform, has welcomed Mike Morini as Chief Executive Officer. ...

Synergos360 Partners with PlanSource to Offer Benefits Engagement Platform

Synergos360 Partners with PlanSource to Offer Industry-Leading Benefits Engagement and Communication Platform to ClientsOrlando, Fla. – June 11, 2024 – PlanSource, a leading cloud-based benefits engagement platform, announced a new reseller partnership with ...

New Retroactive Payroll Module in the Spring 2024 Product Release

PlanSource Announces New Retroactive Payroll Module in the Spring 2024 Product ReleasePlanSource releases highly requested Retroactive Payroll feature, updates to The Source and increased efficiency for HR teams. Orlando, Fla. – May 21, 2024 – PlanSource, a ...
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Press Contact

Cat Miller
Vice President of Marketing & Communications

321-418-7421
press@plansource.com

About PlanSource
PlanSource is a technology company driven to create a better benefits experience for employers and their employees. More than 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration. By combining industry-leading software and a full suite of professional services, PlanSource provides companies of all sizes with a complete solution for benefits shopping, enrollment, billing, compliance and administration. 

2008

founded

4

locations

650+

team members

500+

brokers

5,000+

customers

7.5+ million

consumers on platform
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