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.

Latest PlanSource Release
Spring Release
May 2024
Past Releases
Winter Release
January 2024
Summer Release
August 24, 2023
Spring Release

April 27, 2023


January 23, 2023

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.