Diversity at PlanSource

PlanSource’s DEI initiatives span multiple practices across our business including recruitment and selection, compensation and benefits, professional development and training, promotions, transfers, social and recreational programs, and the ongoing development of a work environment built on the premise of diversity, equity and inclusion.

Our initiatives encourage and reinforce employer and employee contributions to the communities we serve, and we strive to have our workforce mirror those communities in terms of ethnic diversity.

Through our efforts, we are proud to have achieved:

42% of women in leadership positions

48% female employees

30% racial and ethnic diversity in our US population

Employee Resource Groups at PlanSource

“At PlanSource, we believe that connection is integral to accomplishing our core value of Enjoying the Journey. Our ERGs foster inclusion by providing members with safe spaces and opportunities for networking and fellowship and empower employees by creating opportunities for professional development for members through events, workshops, and mentorship.”

- Sharon Brand, Chief People Officer


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

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.

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

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.

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 focus on our Environmental, Social, and Governance (ESG) policies, as well as creating a culture dedicated to diversity, equity, and inclusion (DE&I). We believe that the power to create a more sustainable future, healthier planet and inclusive communities lies at the core of our values. Our ESG policy serves as a guide for us as a company to ensure that our decisions, operational objectives, and investments are aligned with these commitments.

Read more about our ESG policy here.