# PensionBee: Roll over 401(k)s — Roll over your old 401(k)s

> Retirement savings consolidation and management platform with IRA rollovers and investment options. (iPhone/iPad app by PensionBee.)

- Source: https://appshunter.io/ios/app/pensionbee-roll-over-401ks/id6670795071 (this page in markdown: same URL + `.md`)
- Developer: [PensionBee](https://appshunter.io/developer/1345471836)
- Category: Finance
- Price: Free
- Rating: 4.60/5 from 14 App Store ratings · 5 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 26 MB
- Languages: American English
- Released: 2024-11-29
- Data updated: 2026-08-29
- Monetization: ad-supported
- User reviews in markdown: https://appshunter.io/ios/app/pensionbee-roll-over-401ks/id6670795071/reviews.md

## What is PensionBee?

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?

– 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. Terms and conditions apply.  

– 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.


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 a 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.

PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, NY 10004.

## Key features

- 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

## Recent user reviews (5 of 5)

All indexed reviews: https://appshunter.io/ios/app/pensionbee-roll-over-401ks/id6670795071/reviews.md

### 5/5 — Easy to use

*2025-11-18*

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.

**Developer response:** 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.

### 5/5 — East Roth IRA Transfer

*2025-02-28*

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

**Developer response:** 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.

### 5/5 — I know my savings!

*2025-02-25*

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

**Developer response:** Hey NicDef,

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

### 5/5 — Love it!

*2025-02-25*

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!

**Developer response:** Thanks so much for your positive review! We're always keen to hear ways to improve our service further, let us know at info@pensionbee.com. Kind regards, Team PensionBee.

### 5/5 — Great Service

*2025-02-25*

Really helpful for my future finances and retirement planning.

**Developer response:** 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.

## Frequently asked questions about PensionBee

### 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.

## Version history (last 5 releases)

### 1.8.0 — 2026-08-25

More updates under the hood!

### 1.7.13 — 2026-08-19

More updates under the hood!

### 1.7.12 — 2026-08-11

Some updates to the Summary tab and underlying infrastructure.

### 1.7.11 — 2026-08-03

Some updates to Distributions in the app.

### 1.7.10 — 2026-07-27

Updates to MFA.

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## More apps by PensionBee

- [PensionBee: Combine Pensions](https://appshunter.io/ios/app/pensionbee-combine-pensions/id1345490587)

All apps by PensionBee: https://appshunter.io/developer/1345471836

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-29.*