Connection & Inclusion at PlanSource

At PlanSource, we are committed to building a culture of connection and inclusion where every employee feels respected, supported, and able to contribute their best work. We believe that bringing together different perspectives strengthens how we collaborate, innovate, and serve our customers.

Employee Resource Groups at PlanSource

“Connection is essential to how we work and succeed together. Our Employee Resource Groups (ERGs) create opportunities for employees to build relationships, share perspectives, and engage in meaningful dialogue. Through ERGs and our people practices, we support professional growth, strengthen collaboration, and create a more connected employee experience helping people feel supported and do their best work.”

- Jodie Ortiz, Senior Vice President, People

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Pride

Advance and promote workplace LGBTQ+ equality through engaging and developing employees and playing an active role in community outreach and involvement.

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Women in Tech

Help PlanSource recruit, train, retain, and promote a higher percentage of women and give women a safe space to share challenges and resources to help their development.

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Black & Brown Network

Create a positive community with a culture of support, collaboration, mentorship, and access to professional development resources to help empower group members and allies to thrive in their roles

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Parents & Caregivers

Develop a supportive community of parents/caregivers and foster communication and networking that can support employees with the unique challenges of parenting and caregiving.

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HPELs (High Potential, Entry-level)

Push what’s Possible by providing connection, training, and networking opportunities for "early career" talent at PlanSource.

See our ERGs in action

PlanSource continues to advance our sustainability priorities as part of how we operate and grow as a company. We believe that thoughtful, responsible practices—across our people, our communities, and our environment help strengthen our business and the impact we make.

Our framework guides how we approach decisions, operations, and investments, ensuring they are aligned with our values and support a sustainable and connected future.

Read more about our policy here.