United States
Optimize your 401(k) plan administration and give your former employees’ money a retirement plan that helps grow their savings.
Automatically rollover small 401(k) balances of former employees (under $7,000) into PensionBee and transform your retirement plan management
Fewer small accounts mean easier plan management
Cut record-keeping fees and unnecessary expenses
Enjoy cleaner metrics, better compliance, and stronger fiduciary oversight
Stay compliant with DOL rules and reduce liability
Romi Savova, CEO of PensionBee, emphasizes the importance of providing employees with a trustworthy and transparent Safe Harbor IRA solution: "After saving diligently through their workplace 401(k), employees expect their nest eggs to grow over time. The last thing they should face is seeing their savings drained by excessive fees and low returns."
Millions of Americans are unknowingly losing money to excessive fees and poor returns. Our market review reveals how hidden costs can deplete retirement accounts to $0.
Unlike typical providers who may leave funds in deposit accounts and retain a significant share of the interest, we immediately invest in State Street’s SPDR T-Bill ETF (BIL) so savings can keep growing.
Every customer receives guidance to make informed financial decisions
Our intuitive interface and digital tools cater to the modern consumer's expectation for seamless online financial services.
We help customers switch into model portfolios designed to help their savings grow long term.
Check out our Target Date Portfolio, designed to maximize retirement readiness.
Clear and simple - our annual fee is all-in at 0.85%.That includes both our management fee AND the underlying investment costs. No fixed dollar fees eroding balances over time.
We go beyond just managing funds—we empower savers with knowledge and tools
Our comprehensive guide to understanding retirement planning fundamentals
View NowEasy-to-follow video tutorials breaking down complex retirement concepts
Watch on YoutubeInteractive dashboards that help customers monitor and optimize their savings progress
*The above projections are provided solely for informational and educational purposes and should not be relied upon as sole decision-making tools. Nothing presented here constitutes tax, legal, financial or investment advice. This information does not take into account the specific financial, legal or tax situation, objectives, risk tolerance, or investment needs of any individual investor. All projections are based on publicly available data and research at the time of posting. These projections do not constitute an offer, solicitation, or recommendation to buy or sell any securities or investments. Your investment is at risk. Past performance is no guarantee of future results.
PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.
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PensionBee, 85 Broad Street,
New York, NY 10004
