One Account. No More Multiple 401(k)s.

Got old 401(k)s from past jobs? Bring them all together in one easy-to-manage account — whether it’s a Traditional, Roth or both. Enjoy one place, one login and a clear path to retirement.

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How It Works

We believe in making retirement simple and stress-free. Here’s how we make it easy:

STEP 1

Sign up in Minutes

Give us a few details about your old 401(k)s and/or IRAs.

STEP 2

We’ll Guide You Through the Process

Your dedicated BeeKeeper helps you through every step of your rollover—contacting your old provider and ensuring a smooth transfer—so you can take control of your retirement, hassle-free.  

STEP 3

Manage Everything in One Place

Once your funds are rolled over, you’ll be invested in our Target Date Portfolio, which automatically adjusts as you approach retirement. Track your balance, monitor portfolio performance, and save for the future—all in real time.
Prefer a different investment approach? You can choose from a range of portfolios, all powered by ETFs from State Street. Learn more here.

Created by Experts for You.

Your money is invested with State Street, one of the world’s largest money managers. Learn more about State Street.
Start taking control of your retirement today.

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Frequently Asked Questions (FAQ)

Ready to Simplify Your Retirement?

Join customers worldwide who work with PensionBee to manage their retirement savings with confidence.

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