PensionBee: Combine 401(k)s v1.3.8

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.