Resources
Hear what our leaders and customers are saying
WHAT’S NEW
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.
The Next Chapter
We’ve got a new look — and we’re changing how people choose, use, and manage benefits.
Building Better Workplaces with AI
The choices HR leaders make today are building the workplaces of tomorrow.
All Resources
The latest insights from industry leaders, customers,
consultants, resellers, and more
A Bold Step Forward in PlanSource’s Transformation
Mike Morini
Chief Executive Officer
Learn how our evolution is raising the bar for benefits administration.
Bringing PlanSource Into a New Age
Ana Perez
Chief Marketing Officer
Change has a story. Explore what’s new with our design suite and why it matters.
Great Benefits Tech Isn’t Enough. Service is What Makes it Work.
Greg Mercer
Chief Growth Officer
Discover how gaps emerge without responsive, knowledgeable service.
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 to describe PlanSource in just one word — and a powerful theme emerged.
PAISBOA + PlanSource
See how PlanSource helps PAISBOA remove friction, modernize benefits, and make life easier for HR teams.
The Fresh Market + PlanSource
Paula Stop, Director of Total Rewards at The Fresh Market, shares how PlanSource helped simplify everything.
4myBenefits + PlanSource
When 4myBenefits needed to migrate a large, diverse book of business, the stakes were high.
Responsible Intelligence
AI is here to stay and already redefining HR. Here’s what leaders need to know.
