We start by rolling over your old 401(k)s into a new PensionBee Individual Retirement Account (IRA). You can then easily manage your new investment account on your computer or phone.
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We’ll need some basic details about your old 401(k)s and your Social Security number. Then, you can select from our range of investment portfolios to find the savings plan that’s right for you or simply choose our Target Date Portfolio, which automatically focuses on growing your retirement savings while you’re younger and reducing your risk when you’re older.
Learn more about our investmentsWe’ll contact your existing providers to move your old 401(k)s into your new PensionBee Individual Retirement Account (IRA). Rolling over 401(k)s can take a few months, but we’ll keep you updated and let you know if we need anything along the way.
As soon as your 401(k)s are rolled over and invested into your new Individual Retirement Account (IRA), you’ll be able to view your balance and track the performance of your investments easily. You’ll be able to learn more about your Individual Retirement Account (IRA) and plan more effectively for the future.
With PensionBee you’ll pay one simple, annual management fee of 0.85% of your account balance. Your fee is calculated on the last calendar day of each month and automatically deducted from your account. This fee includes the PensionBee service, product and support, as well as the cost of any investment portfolio you choose.
If you close your PensionBee account a $50 administration fee will apply.
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 look after your personal information to protect you online. 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 unauthorized 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.