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PensionBee: Roll over 401(k)s

PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

24 ratings
7 reviews
With Ads
💰 Finance
Free
With Ads

Details

Released
November 29, 2024
Updated
September 30, 2026

Developer

PensionBee
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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
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What's New in PensionBee

1.9.4

September 30, 2026

Small changes under the hood!

User reviews

Most RecentHighest RatedLowest Rated

Removed

What a waste of my time.
downandbrowndownandbrown

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.
SkrillavhvgvSkrillavhvgv

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.
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.

See 2 more reviews

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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.