PensionBee: Combine 401(k)s

PensionBee makes it easy to roll over your old 401(k)s into a new Individual Retirement Account (IRA), helping you combine and manage all your retirement savings in one place. Our intuitive app is designed to help you plan confidently for your future and enjoy a simple, modern retirement experience.


Why PensionBee?

*Built for the Modern Saver: All your retirement accounts in one app—accessible anytime.
*Simple and Transparent Fees: Just one clear annual fee of 0.85%—no surprises, no hidden charges.
*Personalized Support: You get a dedicated, U.S. based account manager (we call them BeeKeepers) to help combine your accounts and who stays with you every step of the way.
*Flexible Investment Options: Choose from five diverse portfolios managed by State Street Global Advisors, including Target Date, which adjusts automatically based on your age.


Features:

*Easy Rollovers: Skip the hassle—PensionBee handles the rollover of your 401(k)s and IRAs.
*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 complete rollover.
*We protect your data with the strongest, most up-to-date technology and processes


Getting Started is Easy

*Sign up online in minutes by providing some basic information about your old retirement accounts.
*PensionBee contacts your providers directly, transferring your funds into your new IRA.
*Our app allows you to manage your retirement in just a few clicks, anytime.


Trust PensionBee for Your Retirement

With our easy setup, transparent pricing, and personalized support, PensionBee makes retirement simple. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

PensionBee is an Registered Investment Advisor with the US Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Nothing in this communication should be construed as investment advice.

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