1. Home
  2. 💰 Finance
  3. PensionBee
PensionBee: Roll over 401(k)s

PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

11 ratings
4 reviews
With Ads
💰 Finance
Free
With Ads

Details

  • Released
  • Updated
  • November 29, 2024
  • June 23, 2026

Developer

PensionBee Ltd
✨Promote your app ✨
PensionBee: Roll over 401(k)s screenshot #1 for iPhone
PensionBee: Roll over 401(k)s screenshot #2 for iPhone
PensionBee: Roll over 401(k)s screenshot #3 for iPhone
PensionBee: Roll over 401(k)s screenshot #4 for iPhone
PensionBee: Roll over 401(k)s screenshot #5 for iPhone
PensionBee: Roll over 401(k)s screenshot #6 for iPhone
PensionBee: Roll over 401(k)s screenshot #7 for iPhone
PensionBee: Roll over 401(k)s screenshot #8 for iPhone
PensionBee: Roll over 401(k)s screenshot #9 for iPhone
⭐4
Reviews↘︎
📝8+ tags
Tags↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦~ in 6 days
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

✓Consolidate 401(k)s and IRAs
✓Choose Traditional, Roth, or SEP IRA
✓1% rollover match available
✓Transparent annual fees (0.5%-0.85%)
✓Dedicated US-based account managers
✓Flexible ETF-powered investment portfolios
✓24/7 account access and real-time updates
Show original description

What's New in PensionBee

1.7.6

June 23, 2026

Some updates to the BeeHive experience!

User reviews

Most RecentHighest RatedLowest Rated

Easy to use

It’s a good service and the app is simple enough to use. It’s easy to check my retirement balance and I’m happy to have everything in one place.
Qwertyuiop42863Qwertyuiop42863

Response from developer

Hi Qwertyuiop42863, We're really glad to hear you're enjoying using our app! Let us know if we can help further. Best wishes, Team PensionBee.

East Roth IRA Transfer

Very smooth process to transfer my Roth IRA. They kept me updated throughout.
vawilkivawilki

Response from developer

Hi vawilki, We're so glad you found the process so simple! Let us know if we can be of any further help at info@pensionbee.com. Best wishes, Team PensionBee.

I know my savings!

I’m in my 40s and could never tell you how much I had saved but now this app makes it so easy to know - control - and keep saving! Thanks for the assist I didn’t know I needed
NicDefNicDef

Response from developer

Hey NicDef, Amazing to hear! If we can help further, let us know at info@pensionbee.com. All the best, Team PensionBee.

Great Service

Really helpful for my future finances and retirement planning.
Ginga spiceGinga spice

Response from developer

Appreciate you taking the time to leave a positive review. Please feel free to get in touch at info@pensionbee.com if we can help further. Warm wishes, Team PensionBee.

Developer apps

PensionBee: Combine Pensions
PensionBee: Combine Pensions

Combine Your Old Pensions

💰 Finance

(8.8K)

Free
See developer apps

FAQ

What is PensionBee?

PensionBee is a financial app designed to help you roll over your old 401(k)s and IRAs into a new PensionBee IRA. It allows you to combine and manage all your retirement savings in one place, offering flexible investment options and personalized support.

How does PensionBee protect my account?

PensionBee protects your account by encrypting your data, keeping it private, and securely verifying your information. The platform is built with security in mind to ensure your financial data is safe.

What are the fees associated with PensionBee?

PensionBee has a single, transparent annual fee that ranges from 0.5% to 0.85%, based on your investment portfolio. There are no hidden charges or surprises with their fee structure.

Can I get a match when rolling over my 401(k) with PensionBee?

Yes, PensionBee offers a 1% match when you roll over your old 401(k)s or IRAs and make contributions to your PensionBee IRA. Specific terms and conditions apply to this offer.

What types of IRAs does PensionBee offer?

PensionBee allows you to choose from a Traditional IRA, a Roth IRA, or a SEP IRA. This flexibility helps you select the account type that best suits your retirement planning needs.

How often is PensionBee updated?

The latest version of PensionBee is 1.5.8, and it was last updated on March 18, 2026. This indicates a commitment to regular updates and platform improvements.

Does PensionBee have ads?

Yes, PensionBee contains advertisements. As a free service, advertisements are displayed to support its operation.

What devices does PensionBee support?

PensionBee is available on iPhone, iPad, and iPod. This ensures accessibility for users across various Apple mobile devices.