PensionBee: Combine 401(k)s
Combine 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?
– 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.
– 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.
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.
This release contains some important updates to improve the experience of rollovers! Have questions or feedback? Let us know at info@pensionbee.com!
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- PensionBee Ltd
- Size
- 14.5 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- This app has an age rating of 4+ with content restrictions. Some content may be rated higher, but access is managed by the developer through in-app controls.
- In-App Controls
Age Assurance
Contains
Advertising
- Copyright
- © PensionBee Inc