PensionBee Inc. is registered with the SEC as an investment adviser.
Note: Testimonials are based on unique experiences from customers around the world and are not representative of all customer experiences. Customers were not compensated for leaving a public review.
PensionBee helps you to plan for and enjoy a happy retirement. With our easy-to-use service you can combine your old 401(k)s into an Individual Retirement Account (IRA). Monitor your daily balance from the palm of your hand and use our helpful tools to see whether you’re on track for your dream retirement.
It’s common to leave your 401(k) behind after switching jobs. Take a few minutes to sign up with PensionBee and get your retirement money all in one place. Combining old 401(k)s and Individual Retirement Accounts (IRAs) can be complicated and time consuming. PensionBee is here to make it easy for you. We simplify the transfer journey and guide you through each step of the way.
Your PensionBee Individual Retirement Account (IRA) is invested in Exchange Traded Funds (ETFs) created by one of the largest investment managers in the world, State Street Global Advisors.
You don’t need to be an investing expert to access the world’s biggest and most frequently bought investments. With just a few clicks, you can invest your PensionBee Individual Retirement Account (IRA) in our Target Date Portfolio, which will focus on growing your retirement savings while you’re younger and reducing your risk when you’re older. You can also choose to invest in our Conservative Portfolio, our Balanced Portfolio or our Maximum Growth Portfolio. Eco-conscious retirement savers can choose our Climate Portfolio.
We understand retirement is personal and unique to you. Once you sign up, you'll get your own US-based account manager, or "BeeKeeper," who'll take care of you. BeeKeepers don't provide personal advice, but they will help you combine your 401(k)s and stay with you on your retirement journey to answer any questions.
I’ve transferred a few retirement accounts and each has been done with ease. I’ve also been kept up-to-date at each stage of the process.
Suzette (46)
PensionBee customer since 2021
I’ve been self-employed for over 10 years and PensionBee made everything so simple and not scary, which is the important thing for me.
Ed (51)
PensionBee customer since 2023
I can easily adjust my withdrawals depending on my earnings and expenditure, meanwhile keeping a check on my retirement forecast.
Moira (63)
PensionBee customer since 2020
With PensionBee I have greater clarity of what my financial position is likely to be, and it makes me want to save more.
Alex (43)
PensionBee customer since 2019
Note: Current customers were compensated with a nominal cash payment for providing their testimonial in February 2024. As such the testimonials represent a conflict of interest due to the compensation provided. The statements may not be representative of the experience of other current customers and don't provide a guarantee of future performance success or similar customer service.
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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.