PlanSource news and announcements

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PlanSource Reduces Unnecessary Benefit Costs with AI-Powered DependentIQ

PlanSource, a leading provider of cloud-based benefits administration technology, has released a new solution that prevents ineligible dependents from enrolling in benefits plans.

PlanSource Launches Spring Product Release

PlanSource Launches AI/ML Powered Products and Improves Configuration for HR Teams in the Spring Product Release.

Prepare Benefits Selects PlanSource

PlanSource announced today that it has been selected by Prepare Benefits to provide a leading benefits administration platform and benefit services to customers in mid- to large-sized organizations.

PlanSource Named Best and Brightest Company in Michigan

PlanSource, a leading provider of cloud-based benefits software, has been named a Best and Brightest Company to Work for in Western Michigan.

PlanSource CISO TJ Hart to Present on Cyber Security

PlanSource Chief Information Security Officer TJ Hart will appear on a panel of experts at the SecureCISO Conference on May 2 in Houston, Texas.

Vista Equity Partners Completes Acquisition of PlanSource

PlanSource, a leading provider of cloud-based benefits administration technology, today announced it has been acquired by Vista Equity Partners (Vista), a leading investment firm focused on software, data and technology-enabled businesses.

PlanSource Announces Acquisition by Vista Equity Partners

PlanSource, a leading provider of cloud-based benefits administration technology, today announced it has entered into a definitive agreement to be acquired by Vista Equity Partners (Vista), a leading investment firm focused on enterprise software, data and technology-enabled businesses.

Aron Ralston, 127 Hours, to Keynote Eclipse 2019

PlanSource is thrilled to announce that Aron Ralston will be the keynote speaker at Eclipse 2019, the company’s annual benefits and HR conference, which will be held July 16-18 in Park City, Utah.

Prudential Joins the PlanSource Advantage Partner Program

PlanSource announced that Prudential Financial has joined the PlanSource Advantage program, a strategic partnership program with select insurance carriers.

Brown & Brown Selects PlanSource as Preferred Technology

PlanSource announced today that it has been selected as a technology provider of choice by Brown & Brown, Inc., one of the largest insurance brokerage and consulting firms in the United States.

New HR Experience Headlines PlanSource Winter Release

PlanSource announced today the launch of Calypso, its winter software release. The release features an option for PlanSource customers to participate in a beta version of redesigned sections of its HR user experience.
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Press Contact

Cat Miller
Senior Director of Marketing 
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
Recent Resources
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