2025-02-25
Love it!
I used pensionbee to recover an old 401(k). The process was super smooth and it is so much easier to check my account with their app, love it!
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iPhone Screenshots
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?
– 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.
– 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.
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 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. 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.
What's New in Version 1.3.9
Some updates under the hood to keep the app running smoothly! Have a question or feedback? Let us know at info@pensionbee.com
Information
Developer
Categories
Version
1.3.9
Size
15.5 MB
Game Center
No
VPP Device Licensing
Yes
Rating
Rated: 4+
Compatibility
iOS 14.0 or later
Devices
iPhone 5s, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS, iPhone XS Max, iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone SE (2nd generation), iPhone 12, iPhone 12 Pro, iPhone 12 Pro Max, iPhone 12 mini, iPhone 13, iPhone 13 Pro, iPhone 13 Pro Max, iPhone 13 mini, iPhone SE (3rd generation), iPhone 14, iPhone 14 Plus, iPhone 14 Pro, iPhone 14 Pro Max, iPhone 15, iPhone 15 Plus, iPhone 15 Pro, iPhone 15 Pro Max, iPhone 16, iPhone 16 Plus, iPhone 16 Pro, iPhone 16 Pro Max, iPhone 16e, iPhone 17, iPhone 17Pro, iPhone 17ProMax, iPhone Air, iPad (5th Generation) Wi-Fi, iPad (5th Generation) Wi-Fi + Cellular, iPad (6th generation) Wi-Fi, iPad (6th generation) Wi-Fi + Cellular, iPad Pro, iPad Pro (Cellular), iPad Pro (9.7-inch), iPad Pro (9.7-inch) (Cellular), iPad Pro 12.9-inch (2nd generation), iPad Pro 12.9-inch (2nd generation) Wi-Fi + Cellular, iPad Pro (10.5-inch), iPad Pro (10.5-inch) Wi-Fi + Cellular, iPad Pro (11-inch), iPad Pro (11-inch) Wi-Fi + Cellular, iPad Pro 12.9-inch (3rd generation), iPad Pro 12.9-inch (3rd generation) Wi-Fi + Cellular, iPad Air, iPad Air (Cellular), iPad Air 2, iPad Air 2 (Cellular), iPad Air (3rd generation), iPad Air (3rd generation) Wi-Fi + Cellular, iPad mini Retina, iPad mini Retina (Cellular), iPad mini 3, iPad mini 3 (Cellular), iPad mini 4, iPad mini 4 (Cellular), iPad mini (5th Generation), iPad mini (5th Generation) Wi-Fi + Cellular, iPad (7th generation) Wi-Fi + Cellular, iPad Pro 11-inch (2nd generation), iPad Pro 11-inch (2nd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (4th generation), iPad Pro 12.9-inch (4th generation) Wi-Fi + Cellular, iPad Air (4th Generation) (Wi-Fi), iPad Air (4th Generation) (Wi-Fi + Cellular), iPad (8th generation) Wi-Fi, iPad (8th generation) Wi-Fi + Cellular, iPad Pro 11-inch (3rd generation), iPad Pro 11-inch (3rd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (5th Generation), iPad Pro 12.9-inch (5th Generation) Wi-Fi + Cellular, iPad (9th Generation), iPad (9th Generation) Wi-Fi + Cellular, iPad mini (6th Generation), iPad mini (6th Generation) Wi-Fi + Cellular, iPad Air (5th generation), iPad Air (5th generation) Wi-Fi + Cellular, iPad Pro 11-inch (4th generation), iPad Pro 11-inch (4th generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (6th generation), iPad Pro 12.9-inch (6th generation) Wi-Fi + Cellular, iPad (10th generation), iPad (10th generation) Wi-Fi + Cellular, iPad Air 11-inch (M2) Wi-Fi, iPad Air 13-inch (M2) Wi-Fi, iPad Air 13-inch (M2) Wi-Fi + Cellular, iPad Pro 11-inch (M4) Wi-Fi, iPad Pro 11-inch (M4) Wi-Fi + Cellular, iPad Pro 13-inch (M4) Wi-Fi, iPad Pro 13-inch (M4) Wi-Fi + Cellular, iPad mini (A17 Pro) Wi-Fi, iPad mini (A17 Pro) Wi-Fi + Cellular, iPad (A16) Wi-Fi, iPad (A16) Wi-Fi + Cellular, iPad Air 11-inch (M3) Wi-Fi, iPad Air 11-inch (M3) Wi-Fi + Cellular, iPad Air 13-inch (M3) Wi-Fi, iPad Air 13-inch (M3) Wi-Fi + Cellular, iPad Pro11M5, iPad Pro11M5Cellular, iPad Pro13M5, iPad Pro13M5Cellular, iPod touch (6th Generation), iPod touch (7th generation)
Languages
English
App Store: Customer Ratings
Ratings & Reviews
5.0 of 5 (3 Ratings)