How we help

Whether you’ve changed jobs, have old IRAs, or run a business, PensionBee makes it simple to grow your savings in one place.
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Solutions for managing your retirement

You have old 401(k)s from previous jobs

With the average American changing jobs about 12 times in their career, it's not surprising that more than 30 million retirement accounts are forgotten or abandoned.

How we help

We roll your old 401(k)s into a single, easy-to-manage PensionBee IRA. As you change jobs, you can transfer more accounts, and with most transfers done electronically, you’ll have less paperwork.

Rollovers

You have old Individual Retirement Accounts (IRAs)

You have old IRAs that are still in cash or invested in ways that aren’t clear, and you’re not sure if they’re right for you or working hard enough. You may also have multiple accounts you’d like to consolidate while continuing to grow your savings.

How we help

We bring all your Individual Retirement Accounts (IRAs) together in one PensionBee account. You’ll invest in our default Target Date Portfolio, which automatically adjusts risk as you approach retirement. From there, you can contribute, track progress, and grow your savings over time.

Contribute

You’re Self-Employed

You run your own business as a sole proprietor or operate a one-person business and want to maximize retirement contributions.

How we help

Our SEP IRA lets you contribute nearly 10 times more than a Traditional or Roth IRA, with the flexibility to scale contributions as your income grows. Transfer old 401(k)s and IRAs so your savings stay in one place.

Self-Employed

You’re approaching retirement

You’re approaching retirement or have reached retirement and are ready to start accessing your savings to fund your lifestyle. Coordinating withdrawals across different accounts and making the most of your savings can be tricky.

How we help

PensionBee makes it simple to transfer and manage all your retirement accounts in one place. With everything in one account, our platform gives you a clear overview of your savings, making it simple to plan and control your withdrawals.

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Real people, real help

When you need support dealing with your PensionBee IRA, you get real humans. Your dedicated account manager (your BeeKeeper) is here on the phone, on live chat and on email.

About us

Created by experts at State Street

Your money works as hard as you do. You can stay invested in our default Target Date Portfolio, which automatically adjusts risk as you approach retirement or, you can choose from any of our portfolios, which are invested in ETFs powered by State Street, one of the world’s largest money managers. Track your balance, monitor portfolio performance, and manage your savings all in real time.

Investments
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Hear from our customers

Join over 275,000 customers globally who’ve simplified their retirement savings with us. See how we’ve helped them manage approximately $8 billion in assets globally.

PensionBee customer JibreelPensionBee customer Jibreel
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When I see my money in the PensionBee app, it puts me at ease and makes me feel in control.

Jibreel
Customer from Chicago1
PensionBee customer GingerPensionBee customer Ginger
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It’s so easy to rollover old 401(k)s into a new IRA with PensionBee.

Ginger
Customer from Brooklyn1
PensionBee customer JasonPensionBee customer Jason
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PensionBee makes it easy to combine old retirement accounts into one IRA.

Jason
Customer from New York1

Questions? We’re here for you

Our office is open Monday - Friday: 9:30am-5pm (ET)

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A better way to IRA

Roll over your old 401(k)s and IRAs into one simple PensionBee IRA.
Get started
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