PensionBee: Roll over 401(k)s is an overall app developed by PensionBee.
How many times has PensionBee: Roll over 401(k)s been downloaded?
What is the rating of PensionBee: Roll over 401(k)s?
PensionBee: Roll over 401(k)s is rated 4.28 out of 5 stars, based on 18 ratings.
Is PensionBee: Roll over 401(k)s free?
PensionBee: Roll over 401(k)s is free to download. The APK download size is 26.58 MB. The latest version available is 1.9.3. The last update was on September 15, 2026.
What are the requirements for PensionBee: Roll over 401(k)s?
The app has a content rating of Everyone. The app has been available on Google Play November 2024.
Description
PensionBee helps make it simple to roll over your old 401(k)s and IRAs into a new PensionBee IRA, helping you combine and manage all your retirement savings in one place. Choose from a Traditional, Roth, or SEP IRA and plan confidently for your future with an award-winning platform.
Why PensionBee?
– Get a 1% Match: When you roll over your old 401(k)s or IRAs and make contributions to your PensionBee IRA, you’ll receive a 1% match. Terms and conditions apply.
– Built for the Modern Saver: All your retirement accounts in one app, accessible anytime.
– Simple and Transparent Fees: There’s only one transparent annual fee, based on your investment portfolio, ranging from 0.5% to 0.85%, with no surprises or hidden charges.
– Personalized Support: You get a dedicated, U.S.-based account manager (we call them BeeKeepers) to help combine your accounts available by phone, live chat, or email.
– Flexible Investment Options: Choose from five diversified portfolios powered by ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. Our default portfolio adjusts automatically over time to grow when you’re young and reduce risk as you age, offering a set-it-and-forget-it investing approach.
Features:
– Simple Rollovers: We streamline your 401(k) and IRA rollovers with digital automations.
– Grow and Keep Saving: Contribute anytime and keep your future on track.
– 24/7 Account Access: Check your balance and monitor your portfolio’s performance anytime, anywhere.
– Real-Time Updates: We’ll keep you informed every step of the way, from initial setup to a complete rollover.
– We Protect Your Account: Your data is encrypted, kept private, and securely verified.
Getting Started is Easy
– Sign up online in minutes by providing some basic information about your old retirement accounts.
– PensionBee’s Beekeepers help you contact your providers and transfer your funds into your new IRA.
– Our app allows you to switch investment portfolios to match your goals in just a few clicks, anytime.
Trust PensionBee for Your Retirement
With our easy setup, transparent pricing, and personalized support, PensionBee helps make retirement simple.
PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004.
Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
