PensionBee: Roll over 401(k)s

PensionBee Ltd

About this app

PensionBee helps make it simple to roll over your old 401(k)s and IRAs into a new PensionBee IRA, helping you combine and manage all your retirement savings in one place. Choose from a Traditional, Roth, or SEP IRA and plan confidently for your future with an award-winning platform.

Why PensionBee?

– Get a 1% Match: When you roll over your old 401(k)s or IRAs and make contributions to your PensionBee IRA, you’ll receive a 1% match.

– Built for the Modern Saver: All your retirement accounts in one app, accessible anytime.

– Simple and Transparent Fees: There’s only one transparent annual fee, based on your investment portfolio, ranging from 0.5% to 0.85%, with no surprises or hidden charges.

– Personalized Support: You get a dedicated, U.S.-based account manager (we call them BeeKeepers) to help combine your accounts available by phone, live chat, or email.

– Flexible Investment Options: Choose from five diversified portfolios powered by ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. Our default portfolio adjusts automatically over time to grow when you’re young and reduce risk as you age, offering a set-it-and-forget-it investing approach.

Features:

– Simple Rollovers: We streamline your 401(k) and IRA rollovers with digital automations.

– Grow and Keep Saving: Contribute anytime and keep your future on track.

– 24/7 Account Access: Check your balance and monitor your portfolio’s performance anytime, anywhere.

– Real-Time Updates: We’ll keep you informed every step of the way. From initial setup to complete rollover.

– We Protect Your Account: Your data is encrypted, kept private, and securely verified.

Getting Started is Easy

– Sign up online in minutes by providing some basic information about your old retirement accounts.

– PensionBee’s Beekeepers help you contact your providers and transfer your funds into your new IRA.

– Our app allows you to switch investment portfolios to match your goals in just a few clicks, anytime.

Trust PensionBee for Your Retirement

With our easy setup, transparent pricing, and personalized support, PensionBee helps make retirement simple. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

PensionBee is an Registered Investment Advisor with the US Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Nothing in this communication should be construed as investment advice.

Ratings and reviews

Didn't get pass the "enter your email" I typed in my information and the enter button didn't light up to move on. the sight was jerky in movement and it really wasn't user friendly. I checked to see if it needed and update but nothing. No reason for the action I was receiving. I uninstalled the app.

asked a bunch of unnecessary information. got through setting up an account just to have it tell me it was setting me up with a pension bee Roth account, and then gave me the option to transfer my 401k over to them, but, it required me to know exactly which company it was from etc. if I knew all of that, then it wouldn't be them "finding missing 401k" as they advertise. I backed out and reloaded the app, still the same.pretty sure I was just scammed for my personal info, including my ss#... hmm

straightforward and easy to use.

What’s new

Some updates to the Summary tab and underlying infrastructure.