PensionBee is a global leader in the consumer retirement market with over $6 billion in assets on behalf of more than 250,000 customers.
Our technology platform makes it easy for customers to consolidate their 401(k)s and IRAs into one diversified online plan, so they can take the first step towards financial freedom. We create calculators and retirement forecasting tools to help our customers plan ahead, enabling them to build a clearer picture about what they should be contributing. Then, when they reach the age of 591/2, we make it simple for our savers to make on-demand and appropriate withdrawals.
The ETFs in your plan are managed by one of the largest money managers in the world, State Street Global Advisors.
We protect your data with the strongest, most up-to-date technology and processes. All of your information is encrypted using 128-bit Transport Layer Security (TLS) and our security is tested annually by independent experts.
We'll never share your personal information with anyone without your permission. Our systems and processes are set up to adhere to the US’s latest information security requirements.
We meticulously vet the identity of all employees and customers to reduce the risk of identity fraud, or any other unauthorised access to your information or account.
Roll over all your old 401(k)s into a PensionBee Individual Retirement Account (IRA). It takes just a few minutes to sign up.
Get startedPensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.