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How It Works

We believe in making retirement simple, secure, and stress-free. Ready to take control of your retirement savings? Here’s how we make it easy:

Roll Over Your Old 401(k)s into a PensionBee IRA. Say goodbye to the hassle of juggling multiple 401(k)s. We’ll roll them over into a brand-new PensionBee Individual Retirement Account (IRA), so you can manage all your savings from one simple dashboard - anytime, anywhere, on your phone or computer. Real-Time Access. Real Confidence.

Get started
Excellent 4.7 | 11,000+ reviews

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.

Ready to Roll?

Ready to roll? Signing up takes just a few minutes. Simply give us the details of your old 401(k)s and your Social Security number. Then, choose from our range of expertly curated investment portfolios, or go with our Target Date Portfolio, which automatically adjusts based on your age. Retirement planning grows as you do, so start your journey early and minimize risks as you approach retirement.

Learn More About Our Investment Portfolios

Let Us Handle the Heavy Lifting

Once you’re signed up, our dedicated Beekeepers - your personal rollover experts - will take it from there. They’ll contact your old 401(k) providers and keep you updated every step of the way. It’s like having your own retirement concierge.

Start Rolling Over Now
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Manage Your Account Anytime

When your funds have moved over and been invested, you’ll have full control. Log in to see your balance, track your portfolio’s performance, and make informed decisions about your financial future - all with just a few clicks.
Pick Your Plan Today

Pay One Simple Fee

Forget hidden fees and confusing fine print. With PensionBee, you pay one simple, transparent annual fee of 0.85% of your account balance. It’s calculated monthly and covers everything - from account management to customer support, and even the investment portfolios. No extra charges. No surprises.

Building Trust Through Transparency.

Closing your PensionBee account? A $50 administration fee applies.

Learn More About Our Investment Portfolios

Backed by State Street Global Advisors

By having your investments managed by State Street Global Advisors, one of the world's largest money managers, we ensure your savings are protected. This infrastructure safeguards your account, allowing you to comfortably focus on your retirement journey.
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Ready to Simplify Your Retirement?

Join thousands of Americans who work with PensionBee to manage their retirement savings with confidence.

Get Started Today
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Documents and Resources

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PensionBee Brochure
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Privacy Policy
Investment Advisory Contract
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Customer Relationship Summary
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Terms and Conditions
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PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.

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General inquiries: (718) 502-9433
Press inquiries: (718) 502-9957

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General inquiries: [email protected]
Press inquiries: [email protected]
Partners: [email protected]

PensionBee, 85 Broad Street,
New York, NY 10004

Copyright 2024. PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004. 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 – www.adviserinfo.sec.gov or from us. PensionBee Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PensionBee Inc.’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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Information presented does not intend to make an offer or solicitation for the sale or purchase of any specific securities or  investments. Past performance is not indicative of future performance. Investments involve risk and are not guaranteed.  This website and information are not intended to provide tax or legal advice.

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. Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard and Poor’s Financial Services LLC(S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones or S&P, their respective affiliates and third party licensors and none of such parties make any representations regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions or interruptions or any index.

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.

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