Add-on Benefit Services

Free up your HR team to focus on the bigger picture
Do More With Less
PlanSource Benefit Services provide value to HR teams that are consistently being asked to do more with less. HR teams are often understaffed and overworked relative to their role and impact to a company. To assist with this burden, our services provide relief by performing benefits administration tasks so your team can focus on more strategic priorities.
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Do More With Less
Your company and your employees need you more than ever. Outsourcing admin tasks allows over-extended HR teams to focus on higher-value tasks, not administrative ones.
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Leverage the Experts
Delegate tedious admin and compliance tasks to a partner with benefits-specific expertise and that’s solely focused on managing employee benefits and procedures.
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Increase Employee Satisfaction
Help employees get more out of their benefits by leaning on our team to provide personalized enrollment guidance, answer benefits questions and advocate for your employees year-round.
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Control Risk
We’ll help you comply with government regulations, as well as your own internal policies and procedures, so you can worry less about compliance.
What We Offer
Employee Contact Center
Our contact center team is a group of highly trained and responsive U.S.-based professionals who help enroll employees, answer how-to questions and advocate on their behalf.
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Billing Reconciliation and Payment
From gathering monthly carrier bills and calculating self-reported totals to handling payments and resolving issues, we manage the process from end-to-end.
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COBRA Administration
Take advantage of our COBRA administration service, so you don’t have to worry about generating new hire and termination letters, or direct billing of your COBRA enrollees.
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HSA/FSA/HRA Administration
PlanSource offers fully managed tax-advantaged benefits accounts including HSAs, FSAs and HRAs that add value to your benefits program and reduce your payroll tax obligations.
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Dependent Verification
Eligibility audits are a best practice in employee benefits. By ensuring that only eligible participants are receiving coverage, you can save money and stay compliant.
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Custom Communications
Let us be your megaphone. We can handle all employee benefits communications, from strategy to production of custom videos, print and digital materials.
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Outsource Your Entire Benefits Program To Us
With our Premium Benefits Outsourcing package, we’ll handle all aspects of your benefits program, so you can get back to focusing on the business.
Leading Brands Rely on PlanSource
HR Leaders outsource to PlanSource so they can focus on their core business

Sustainable Benefits Outsourcing

Hear first-hand why Strategic Materials decided to outsource their benefits and how they saved time and improved their employee communications as a result.


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The Ultimate Guide to Benefits Outsourcing
Get a comprehensive look at why companies turn to benefits outsourcing, how to decide which benefits admin functions to outsource, and what questions to ask when evaluating vendors..

The Great Benefits Balancing Act

See how dependent verification can uncover significant cost savings and best practices for running one-time and ongoing audits.


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All Resources

Ready to Save Time by Outsourcing to PlanSource?

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
Recent Resources
Dependent Verification Savings Calculator

Dependent Verification Savings Calculator

Dependent Verification Calculator

Dependent Verification Calculator

HR Experience – Benefits Reporting Software Demo

HR Experience – Benefits Reporting Software Demo

Latest News
Prepare Benefits Selects PlanSource

Prepare Benefits Selects PlanSource