Welcome to the Reseller Training Hub!

Sign Up for Virtual Training and Monthly Webinars

At PlanSource, we offer a robust training program to our Reseller partners to ensure success in their overall technical relationship with clients. Here you can select a delivery method for your team and view the schedule of upcoming monthly webinars that are available to you.

Reseller Training Program

This program has been designed to assist Resellers in configuring their clients and managing their relationships at the HR admin level. The program includes a five day course, which will help the participant develop a complete understanding of how to effectively navigate the PlanSource system and how to troubleshoot issues that may arise during the configuration process.

See Agenda

What We’ll Need from You

Learning starts the moment you register for the class! Once you have registered for training, you will receive an email with instructions on how to begin your self-directed learning.

You will be assigned course prework to be completed in PlanSource University, a centralized online location with educational courses and resources. Prior to attending the class, it is required that you complete all the self-directed learning material. Once completed, feel free to explore PSU for additional courses you are interested in.

Training Overview

Get familiar with the system and what to expect

Join engaging sessions with opportunities to ask questions

Get plenty of practice to retain what you've learned

Continued education to keep you up to date with changes

Level up your learning with advanced processes and additional assistance

*Remember to bring your laptop so you can access the PlanSource Benefits site!

Methods of Delivery

Choose your training according to your schedule and availability.


Virtual-Led Sessions

Our most frequent and flexible option is the online virtual training.

Onsite Location Session

We host periodic training sessions in one of our PlanSource offices in Salt Lake City, UT or Orlando, FL.

Client Site Session

There are special circumstances that may require we travel on-site to provide training at the client's location.

Eligibility Requirements Apply

Beyond the Classroom

We believe in a balance between instructor-led content & self discovery.



Pre-work helps prepare participants for the course and to engage at a higher level with the content.

Reinforcement Activities

Participants keep learning outside of the classroom with assignments and on-the-job training.

Ongoing Learning

We host monthly webinars to keep our participants informed.

Level II

Next level content for more advanced processes and additional assistance.


We offer Virtual or Onsite Training at specific dates throughout the year.

See Schedule Sign Up Today


Sample Agenda - Virtual Training

Times reflected in EST

Sign Up for Virtual Training and Webinars

Check out our schedule and select the date that works best for you.

Sign Up Today

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