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.

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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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