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

27 ratings
7 reviews
With Ads
💰 Finance
Free
With Ads

Details

Released
November 29, 2024
Updated
October 28, 2026

Developer

PensionBee
✨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
iphone
ipad
⭐7
Reviews↘︎
📝13+ tags
Tags↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦~ in 1 week
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Consolidate and manage your retirement savings by rolling over old 401(k)s and IRAs into a new account. Offers personalized support, flexible investment options, and transparent fees to help you plan for the future.

✓Consolidate 401(k)s and IRAs
✓Personalized account manager support
✓Transparent annual fees
✓Flexible ETF investment portfolios
✓24/7 account access
✓Digital rollover automation
Show original description

What's New in PensionBee

1.9.7

October 28, 2026

Bug fixes under the hood!

User reviews

Most RecentHighest RatedLowest Rated

Removed

What a waste of my time.
Ddownandbrown

Response from developer

Hi there, we're sorry to hear you've had a negative experience. Please can you reach out to us at help@pensionbee.com with more information so we can investigate further? Regards, Team PensionBee.

Didn’t Find My 401k

Says that they help you find 401k from previous jobs but only if you know the HR portal logins, of course this job is from 10 years ago and I don’t know the info or the name of the company I was hoping to type my social security and it will find all my 401k missing money.
SSkrillavhvgv

Response from developer

Hi there, we’re sorry we weren’t able to locate your old 401(k). We know how frustrating it can be when you’re trying to track down retirement savings from a previous job. While we can help track down many old 401(k)s, we may need some information about the former employer or plan to identify the right account. If you’re able to share even a few details about the company or when you worked there, we’d be happy to see if we can help. Please reach out to our rollover managers at (718) 502-9433 and we’ll do our best to help. Regards, Team PensionBee.

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.
QQwertyuiop42863

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.
Vvawilki

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
NNicDef

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.

See 2 more reviews

Developer apps

PensionBee: Combine Pensions
PensionBee: Combine Pensions

Combine Your Old Pensions

💰 Finance

(8.8K)

Free
With Ads
See developer apps

FAQ

How does PensionBee help with retirement savings?

PensionBee simplifies retirement planning by allowing you to roll over old 401(k)s and IRAs into a single PensionBee IRA. This helps you manage all your retirement funds in one accessible place.

What are the fees associated with PensionBee?

PensionBee has a single, transparent annual fee that ranges from 0.5% to 0.85% of your investment portfolio. There are no hidden charges, ensuring clarity in your investment costs.

Does PensionBee offer personalized support?

Yes, PensionBee provides personalized support through dedicated U.S.-based account managers, referred to as BeeKeepers. You can reach them via phone, live chat, or email for assistance.

What investment options are available with PensionBee?

You can choose from five diversified portfolios powered by ETFs from State Street Investment Management. The default portfolio automatically adjusts over time to balance growth and risk.

How secure is my account with PensionBee?

PensionBee protects your account by encrypting your data, keeping it private, and securely verifying your information. This ensures the safety of your financial details.

Does PensionBee have ads?

Yes, PensionBee contains advertisements. As a free service, it relies on advertising to support its operations.

On which devices can I use PensionBee?

PensionBee is available on iPhones, iPads, and iPods, allowing you to manage your retirement savings across Apple devices.

How often is PensionBee updated?

PensionBee was last updated on October 28, 2026, with version 1.9.7. This indicates a commitment to ongoing improvements and feature enhancements.