Benefits Administration
For employers who want
their plans, their way

Here’s How It Works

PlanSource is a multi-carrier benefits administration platform that can be customized by employers to support comprehensive benefits programs including both defined contribution and defined benefit models. Employers, employees, brokers and carriers alike use the PlanSource platform for benefits shopping, enrollment, billing, compliance and ongoing administration.


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A Benefits-Driven Solution



Stop using paper forms and empty your filing cabinets by managing benefits online with sophisticated yet intuitive cloud-based benefits technology.



Set up your company’s workforce configuration and benefits to ensure that business rules are enforced during open enrollment and throughout the year.




Provide employees with an easy-to-use, educational experience for benefits shopping and enrollment, with tools that help them make the right decision.



Generate consolidated self-bills and reconcile and adjust carrier bills based on carrier-specific rules for bill creation and mid-month changes.

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Automate ACA measurement and the creation and distribution of IRS Forms 1094-C and 1095-C, and manage COBRA eligibility and enrollment.

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Dashboards, reports and built-in workflows allow HR teams to maintain control of the process, add/edit/cancel benefits, and stay on top of changes and exceptions.


In Touch

Create and deliver custom communications for specific employees or demographic groups, based on life events such as a change in status or eligibility.

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Stay connected and in sync with third-party systems, including insurance carriers, HCM, payroll and TPAs as employee information is added or changed.

Seamlessly Connected to Carriers

The PlanSource benefits administration system offers top insurance products from industry-leading carriers who pay employers to use them, making PlanSource a good investment.

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Easy for the Employee


It’s Intuitive

With customizable tools and educational content, employees easily understand the benefits that are offered, see the impact on their paychecks, and become more informed consumers of health care.


It’s Personalized

Throughout the shopping experience, PlanSource asks relevant questions and surfaces meaningful information to provide personalized plan recommendations aligned to employee preferences.


It’s Convenient

With responsive, easy-to-use screens and a free smartphone app, employees can access their benefits, share their ID cards, store important health care contacts and receive push notifications.

Robust For the Administrator


Maintain Control

Benefits are a significant spend. We can help you manage it through eligibility, cost calculations and carrier billing and reconciliation, regardless of whether a defined benefit or defined contribution approach is selected.


Staying Compliant

With government oversight and regulations increasing with the ACA, PlanSource has the requirements built into its features and workflow to ensure that processes and procedures are kept compliant from the start.


Be Engaging

By giving employees technology tools like PlanSource that save them time, respect their circumstances and help them make the right decisions, team members will be happier, more productive and more engaged.

See what our customers are saying


“PlanSource has been so easy to use – incredibly helpful during open enrollment and throughout the year. It’s just a great tool for enrolling and educating around benefits, reporting and reconciling payroll.”
Jamie Kemp
Human Resources Manager
McMillan | Pazdan | Smith

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