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Information provided directly by PensionBee or on PensionBee’s behalf, whether via direct communications from PensionBee, publicly accessible pages of https://www.pensionbee.com/us (including when accessed via the PensionBee app), PensionBee advertising and sponsorships, PensionBee’s direct and sponsored social media, or otherwise, in each case including any associated customer testimonial or third party endorsement and any information prepared by any unaffiliated third party or link to any third party source (collectively, “PensionBee Materials”) is provided solely for informational and educational purposes.
PensionBee Materials do not constitute tax, legal, financial or investment advice or an offer, solicitation or recommendation to buy or sell any securities or investments.
PensionBee Materials do not consider any individual investors’ specific financial, legal or tax situation, objectives, risk tolerance, or investment needs.
PensionBee Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of, and takes no responsibility for, any PensionBee Materials.
*Product images, figures, and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns.
Where PensionBee customers are featured, each has received a one-time cash payment for their testimonial. Testimonials reflect individual customer experiences and may not be representative of all PensionBee Customers.
Options on Rollovers
A rollover is not your only option for an old 401(k) or IRA, you may alternatively decide to leave your assets with your former employer, rollover your plan to a new employer or to cash in your old plan with the resulting tax penalties applied. PensionBee Inc. does not provide tax advice or individual recommendations as to which of these options is most appropriate for your individual circumstances. To understand the implications of each of the options available to you and help you decide between them you may wish to consult a tax professional and or your financial advisor who has knowledge of your individual circumstances. For more information see FINRA - Retirement Accounts.
Our collaboration with State Street Global Advisors
State Street Global Advisors is not involved in the management of the strategies and accounts offered to you by PensionBee. State Street Global Advisors and its affiliates are not your investment adviser and are not a fiduciary with respect to you or your account. PensionBee is independent of State Street Global Advisors. State Street Global Advisors is not recommending or endorsing PensionBee or making a determination of the suitability or appropriateness for any individual products or investment strategies offered by PensionBee, including those described herein.
The SPDR® S&P500 ETF®, SPDR® S&P MIDCAP 400® ETF, SPDR® Dow Jones Industrial Average ETF are exchange traded funds with the investment objective to correspond to the price and yield performance of the S&P 500® Index, S&P®MidCap 400®IndexTM and Dow Jones Industrial AverageSM. The shares of the SPDR® S&P 500® ETF, S&P MIDCAP 400® ETF, SPDR® Dow Jones® Industrial Average ETF represent individual ownership interest in the Trust’s portfolio.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA's express written consent.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&PDJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®,S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs.
ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.
Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 or visit https://www.statestreet.com/im. Read it carefully.
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Trust Pilot Scores
Trustpilot is a consumer review platform. Trustpilot scores shown in PensionBee Materials are a result of reviews collected from PensionBee customers in the UK between 2016 and 2026 scoring PensionBee’s UK pension products. Customers were not compensated to give a review. The score has always been 4.5 or higher.
SEC Registration
PensionBee Inc. is registered with the SEC as an investment adviser (CRD # 331741/SEC#: 801-130697). A copy of PensionBee Inc. 's Brochure containing our written disclosure statement discussing our business operations, services, and fees, is available at the SEC’s investment adviser public information website – https://www.adviserinfo.sec.gov or from us.
PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004.
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