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Featured Resource
The Cost of Not Switching Benefits Admin Providers
Eddie Pinto
SVP of Product
Switching benefits providers is hard, but sticking with one that doesn’t work can cost even more.
Essential Resources
Shape your HR and benefits strategy with key thought leadership
The Only Health & Benefits Report You Need in 2026
How HR leaders should think of benefits in an era of AI.

How PlanSource Makes My Job Easier
Our customers and partners say it best: better benefits administration wins back time and boosts efficiency.

Building Better Workplaces with AI
The choices HR leaders make today are building the workplaces of tomorrow.
All Articles
The latest insights from leaders shaping the industry
Why Does ACA Compliance Feel So Hard? (And What You Can Do About It)
If you’re working in benefits administration, chances are that maintaining ACA compliance has felt less like a checklist and more like a tightrope walk. The rules keep…
Delivering a New Standard for Benefits Administration
Most major organizations and industry conferences this year have been, in some form, a conversation about AI. What will it automate, what will it replace,…
AI in Ben Admin: Why It’s Not Killing SaaS
For as long as I’ve been in this space, benefits administration has been a system-of-record business. It’s not flashy, it’s not optional, and it’s definitely not forgiving. You’re dealing with eligibility rules,…
Building Better Workplaces with AI
By 2028, at least 33% of workplace decisions will be made with AI. Agentic AI, a new type of technology capable of reasoning and autonomous…
The Cost of Not Switching Benefits Admin Providers
Switching benefits administration providers is not an overnight decision. HR leaders, already stretched to their thinnest, face a long, tedious list of tasks — and…
Bringing PlanSource Into a New Age: The Rationale Behind Our Redesign
As PlanSource has continued to accelerate innovation across the business, it became clear that our brand needed to evolve alongside it. Over the past year,…
A Bold Step Forward in PlanSource’s Transformation
Today, we’re introducing a new PlanSource. You’ll notice a new look, new colors, and a clearer way of telling our story. But the real change…
Great Benefits Tech Isn’t Enough. Service is What Makes It Work.
It’s easy to get caught up in features and flashy demos. But when things go wrong or get complicated, technology won’t save you: it’s your service team that will. Benefits are complicated. Employees want help and answers.…
Charting the Future of PlanSource: Our Vision for What’s Ahead
Last week in Orlando, Florida, a team of PlanSource customers, resellers, and partners gathered to usher in a new era of benefits administration. Together we…
All Resources
The latest insights from customers, consultants, resellers, and more

How PlanSource Makes My Job Easier
Our customers and partners say it best: better benefits administration wins back time and boosts efficiency.

Stephens Insurance + PlanSource
Hear how Stephens Insurance partners with PlanSource to support unique client needs.

IPBC + PlanSource
Learn how PlanSource helped IPBC simplify and scale complex benefits across 170+ member groups.
Caddo Parish Public Schools + PlanSource
Discover how PlanSource gave the Caddo Parish team more time back.

Annual Enrollment Checklist
Use this checklist to review what worked well and what could be improved across a few key dimensions.
PlanSource in One Word
We asked our customers and partners to describe PlanSource in just one word — and a powerful theme emerged.
The Next Chapter
We’ve got a new look — and we’re changing how people choose, use, and manage benefits.

PAISBOA + PlanSource
See how PlanSource helped PAISBOA remove friction, modernize benefits, and make life easier for HR teams.
The Fresh Market + PlanSource
Learn how The Fresh Market replaced fragmented systems and delivered a better employee experience with PlanSource.

4myBenefits + PlanSource
Discover how 4myBenefits migrated a large, diverse book of business to PlanSource with speed and confidence.
Responsible Intelligence
AI is here to stay and already redefining HR. Here’s what leaders need to know.