PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

Free

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. Terms and conditions apply. – 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 a 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. PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004.

Ratings & Reviews

  • 4.7
    out of 5
    11 Ratings

Some updates to the BeeHive experience!

Version 1.7.6

The developer, PensionBee, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Location
    • Contact Info
    • Identifiers
    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Sensitive Info

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics
    • Other Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • PensionBee Ltd
Size
  • 26.8 MB
Category
  • Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © PensionBee Inc
  • Privacy Policy

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