Case Study: McMillan Pazdan Smith achieves scalable, paperless benefits and streamlined payroll with PlanSource

McMillan Pazdan Smith Architecture Uses PlanSource to Keep Benefits in Pace with Explosive Growth

McMillan Pazdan Smith, a Greenville, SC–based architecture and design firm of about 197 employees, had doubled in size over five years and opened multiple new offices across the Southeast. Their paper-based benefits enrollment and limited HR resources made payroll reconciliation error-prone and couldn’t meet employees’ demand for online decision tools, so, working with broker Rosenfeld-Einstein Benefits, they selected PlanSource and its benefits administration solution.

PlanSource delivered an intuitive, web-based platform for enrollment, qualifying life‑event changes, education, reporting and payroll reconciliation. As a result, McMillan Pazdan Smith eliminated paper enrollment forms, achieved streamlined payroll reconciliation through PlanSource’s reporting and analytics, improved employee understanding and plan selection, and gave HR secure access anywhere — a scalable, one‑stop benefits solution that grows with the firm.

McMillan Pazdan Smith

Jamie Kemp

Human Resources Manager