PlanSource Partners with

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Why Choose PlanSource

Complete HCM Solution

Highly Configurable


Awesome Service



United Benefit Advisors (UBA) is a community of more than 140 independent employee benefits advisory firms. The firms of UBA are locally owned, using their expertise to give employers assurance that they are making informed choices about their benefits. The network allows partners to share resources while offering the personalized service of an independent advisor.

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PlanSource and United Benefit Advisors make a strong team. Both firms carefully select their partners based on stringent quality, financial and experience requirements. The partnership brings a complete benefits administration solution and an industry-leading customer experience with support for both employees and administrative staff at an affordable price.

PlanSource is a technology company driven to create a better benefits and HR experience. We offer flexible and intuitive software for benefits administration, insurance exchanges and human capital management. Our complete cloud-based technology helps employers and their families with benefits shopping, enrollment, billing, compliance and administration.

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PlanSource is Benefits Administration and Human Capital Management Built For Employers

Benefits Administration      Insurance Exchanges      Human Capital Management

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