Product Releases
We’re Focused On Building The Best

We’re constantly investing in improving our products and services to ensure you have the best benefits experience possible. Innovations in technology can come from far and wide, and we base our product enhancements on feedback we’ve received from our customers and partners, advances in technology and the direction we see benefits administration going. We’re committed to helping you work more efficiently and solving problems before they are problems.

We design and launch major software releases three times a year, leaving the busy fourth quarter free of a major release to ensure a smooth Open Enrollment for our customers. We also make smaller updates throughout the year as needed to meet regulatory deadlines and provide timely enhancements.

Communication is important and we always keep our customers and partners in the loop about what is coming down the PlanSource product pike through in-product updates, emails and release webinars.

Upcoming PlanSource Releases
Available Now
Past Releases
August 11, 2022
April 7, 2022


December 9, 2021


September 9, 2021

Developer Portal
We’ve launched a Developer Portal containing technical documentation on PlanSource APIs and integrations. Use this portal as your “go-to” spot for building new tech integrations and connecting to existing ones.
Technical Release Notes
Explore our Release Notes hub for detailed information and documentation about each release. You’ll find in-depth descriptions of what’s new, what’s been updated and how you can get the most out of it.