Better technology for a better benefits and HR experience

PlanSource provides the most flexible and intuitive software for benefits administration, combined with a suite of services, offering a complete solution for benefits shopping, enrollment, billing, compliance, and administration.

  • What You Get

  • How It Works

  • Results

  • Resources

What You Get

Benefits Shopping

With PlanSource, HR teams can customize the experience to reflect their brand and culture while providing a mobile-friendly online shopping experience.

Increased Compliance

Between increasing government regulations and COBRA and ACA rules that need to be followed, PlanSource has what you need to stay compliant with whatever acronym is thrown your way.

Employee Engagement

By giving employees easy-to-use technology that saves them time, respects their circumstances, and helps them make the right decisions, team members will be happier and more productive.

ACA Solution

PlanSource imports hours from payroll, measures hours for coverage, activates/deactivates employee coverage, and generates and transmits 1095-C and 1094-B forms to the IRS to help you stay compliant.


PlanSource is a proven, SSAE16 SOC 2 Type 2 audited technology platform and committed to the stability of its system and the safety of your data.

Decision Support

PlanSource helps the consumer understand the benefits that are offered to them with personalized educational content, as well as plan, coverage, and contribution recommendations.

How It Works

Making the right benefits choices can be intimidating for employees–comparing options, finding answers to their questions, and completing the sign-up process. Even benefits administrators can get overwhelmed with reconciling carrier bills and enforcing eligibility rules.

That's why Ultimate Software partners with PlanSource to provide the industry's most flexible and intuitive software for benefits administration. Combined with a full suite of benefit services, PlanSource offers you a complete solution for benefits shopping, enrollment, billing, compliance, and administration.

The Ultimate-PlanSource integration is pre-built using mutually established data mapping, provisioning, and user set-up processes. It provides employee demographic and payroll information to PlanSource needed for benefit management and sends benefit deduction data necessary for payroll to UltiPro. In addition, HR teams and employees can take advantage of Single Sign On (SSO) access to the PlanSource platform.

Through this partnership, customers enjoy:

  • Deep expertise in benefits tech with a suite of complementary services
  • Experience supporting complex benefits programs and integrations
  • Mobile-friendly shopping and enrollment experience
  • Affordable options with incentives provided by leading insurers
  • Highly-engaged team with low turnover

Customer Results

Cellular Sales

"We started with PlanSource in 2009 and had about 150 employees and have since grown close to 5,000. PlanSource has been a huge part in helping manage the complexities involved with our growth."

Susan Calvert | Human Resources Manager


Open Enrollment Kit

Communicating about open enrollment is essential to keep employees informed about their benefits choices and drive participation. We’ve put together tips and best practices from experienced marketers to help you build an effective communications campaign for your open enrollment.

Access PlanSource's Open Enrollment kit.