PlanSource
by PlanSource · Benefits Administration
Cloud benefits administration platform for shopping, enrollment, billing and compliance.
- Works with
- ADP Workforce Now, UKG Pro, Workday, Paylocity, Paycor, Oracle
- Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Quote-based
- Headquarters
- Orlando, United States
Overview
PlanSource is a cloud-based benefits administration platform that helps HR teams manage employee benefits shopping, enrollment, billing, compliance and ongoing administration. The company positions itself as a combined technology-and-service offering, pairing its software with dedicated account teams and outsourced administrative services such as COBRA and ACA compliance.
The platform covers the full benefits lifecycle: a guided, e-commerce-style shopping and enrollment experience for employees, an HR-facing administration dashboard, carrier and vendor eligibility connections (EDI feeds), consumer account administration (HSA/FSA/HRA/LSA), COBRA administration, ACA measurement and reporting, and carrier bill reconciliation and payment services.
PlanSource reports serving more than 5,000 HR teams, 500 broker partners and 7.5 million consumers. It connects to leading payroll and HCM systems -- including ADP Workforce Now, UKG Pro, Workday, Paylocity, BambooHR, Paycor and Oracle Fusion Cloud HCM -- to keep employee demographic data and benefit deductions synchronized, reducing manual data entry between HR/payroll systems and the benefits platform.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Benefits Shopping & Enrollment
Guided, consumer-style enrollment experience for employees.
- Decision support and plan recommendation tools
- Mobile-friendly enrollment on any device
- New hire and life-event enrollment workflows
- Customizable, employer-branded shopping experience
- Defined contribution benefits model support
- Total rewards / total compensation statements
HR Administration
Central dashboard for managing plans, employees and eligibility.
- Configurable plan design and rules engine
- Employee and dependent eligibility management
- Dependent verification tools
- QMCSO (Qualified Medical Child Support Order) administration
- Pre-built and customizable reporting (50+ report templates)
- Employee service center / call center support
Compliance
Automated federal and state benefits compliance.
- ACA measurement, employer reporting and 1095 form distribution
- ACA state reporting add-ons
- COBRA notifications, elections and billing
- Automated compliance testing and configuration checks
Billing & Payments
Carrier bill consolidation, reconciliation and payment services.
- Carrier bill collection and self-billed reconciliation
- Payment processing to insurance carriers
- Discrepancy identification and resolution
- Consumer account administration (HSA, FSA, HRA, LSA)
Connectivity & Integration
Data exchange with payroll, HCM and carrier systems.
- Real-time and nightly HCM/payroll demographic sync
- Automated payroll deduction file feeds
- Carrier EDI eligibility connections
- Marketplace integrations (ADP, UKG, Paycor)
AI & Virtual Assistant
AI-assisted employee support and service operations.
- AI-powered virtual assistant for benefits questions
- Claims-aware plan recommendations
- Service center sentiment analysis and agent coaching
Common use cases
- Running annual open enrollment with a guided, mobile-friendly shopping experience
- Automating ACA measurement, 1095 reporting and state healthcare filings
- Outsourcing COBRA notifications, elections and premium billing
- Consolidating and reconciling monthly carrier bills across multiple vendors
- Syncing new hire, rehire and termination data between ADP Workforce Now and benefits enrollment
- Administering HSA, FSA and HRA consumer accounts alongside core health plans
- Giving employees a self-service virtual assistant to answer benefits questions
Strengths & considerations
Strengths
- Combines the software platform with outsourced administrative services (COBRA, ACA reporting, billing reconciliation) rather than software alone
- Broad payroll/HCM marketplace presence with listed integrations on ADP Marketplace, UKG Marketplace and Paycor Marketplace
- Reports a large existing base (5,000+ HR teams, 500+ brokers, 7.5 million consumers) indicating enrollment-scale maturity
ERP integrations
New hire/rehire/termination demographics sync from ADP to PlanSource in real time (other demographic changes nightly); benefit deductions flow from PlanSource to ADP Workforce Now. ADP Workforce Now remains system of record for demographics.
Listed on UKG Marketplace for benefits shopping, enrollment, administration, compliance and billing
Syncs employee and benefits election data between Workday HCM and PlanSource
Pricing
Pricing is not publicly listed; typically quoted per employee per month based on company size, modules and add-on services selected (e.g. COBRA, ACA reporting, billing reconciliation). Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Mobile app
- Yes
- Languages
- English
About the vendor
- Headquarters
- Orlando, United States
Alternatives to PlanSource in Benefits Administration
PlanSource — frequently asked questions
Does PlanSource integrate with ADP Workforce Now?
Yes. PlanSource has a prebuilt integration with ADP Workforce Now: new hire, rehire and termination data syncs from ADP to PlanSource in real time (other demographic updates nightly), while benefit deductions flow from PlanSource back to ADP Workforce Now. ADP Workforce Now stays the system of record for employee demographics.
What payroll and HCM systems does PlanSource connect to?
PlanSource offers prebuilt integrations with ADP Workforce Now, UKG Pro, Workday, Paylocity, Paycor and Oracle Fusion Cloud HCM, syncing employee demographics and benefit deductions to reduce manual data entry.
How much does PlanSource cost?
PlanSource does not publish pricing. Costs are quote-based, typically charged per employee per month and driven by company size, selected modules, and add-on services such as COBRA administration, ACA compliance reporting and billing reconciliation.
Does PlanSource handle COBRA and ACA compliance?
Yes. PlanSource offers COBRA administration (notifications, elections and billing) and ACA compliance services (measurement, 1095 form distribution, and federal/state reporting) either as part of the platform or as add-on outsourced services.
Evaluating Benefits Administration?
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