• ★ PensionBee: Combine 401(k)s
• ★ 2025-10-17
• ★ Questions & Answers

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About PensionBee: Combine 401(k)s

PensionBee makes it simple to roll over your old 401(k)s into a fresh Individual Retirement Acc (IRA), helping you combine and manage all your retirement savings in 1 place. Our intuitive application is designed to support you plan confidently for your future and have fun a simple, modern retirement experience.

Why PensionBee?

*Built for the Modern Saver: All your retirement accounts in 1 app—accessible anytime.
*Simple and Transparent Fees: Just 1 clear annual fee of 0.85%—no surprises, no hidden charges.
*Personalized Support: You obtain a dedicated, U.S. based acc manager (we call them BeeKeepers) to support combine your accounts and who stays with you each step of the way.
*Flexible Investment Options: Choose from 5 diverse portfolios managed by State Road Global Advisors, including Target Date, which adjusts automatically based on your age.

Features:

*Easy Rollovers: Skip the hassle—PensionBee handles the rollover of your 401(k)s and IRAs.
*24/7 Acc Access: Check your balance and monitor your portfolio’s performance anytime, anywhere.
*Real-Time Updates: We’ll hold you informed each step of the way—from initial setup to complete rollover. We protect your data with the strongest, most up-to-date technology and processes.

Getting Started is Easy

*Sign up online in minutes by providing some basic info about your old retirement accounts.
*PensionBee contacts your providers directly, transferring your funds into your fresh IRA.
*Our application allows you to manage your retirement in just a few clicks, anytime.

Trust PensionBee for Your Retirement

With our simple setup, transparent pricing, and personalized support, PensionBee makes retirement simple. All investing involves risk, including the possible loss of cash 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. Completely nothing in this communication should be construed as investment advice.

New Features: This release includes lots of improvements to the rollover and transfer process, as well as the ability to learn more about our different investment portfolio options! Please let us know if you have any questions or feedback at info@pensionbee.com.

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