Optimize your 401(k) plan administration and give your former employees’ money a retirement plan that helps grow their savings.
Automatically roll over small 401(k) balances of former employees (under $7,000) into our Safe Harbor IRAs 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
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 have been prepared for illustrative purposes showing the impact of different illustrative charging scenarios. Past performance is not a guide to future returns and actual returns may vary. Simulated performance figures should not be relied upon for making financial decisions. Annual return assumptions are based on provider disclosures.
PensionBee Inc. is registered with the SEC as an investment adviser. We do not provide in-person advice.