PensionBee: Combine 401(k)s 1.0.8

PensionBee offers a streamlined approach to consolidating retirement savings by facilitating the rollover of old 401(k) plans into Individual Retirement Accounts (IRAs). This platform aims to simplify retirement planning and management through a user-friendly application.

Key Features of PensionBee:

• Comprehensive Accessibility: Users can consolidate all their retirement accounts within a single application, ensuring ease of access at any time.
• Transparent Fee Structure: PensionBee implements a straightforward annual fee of 0.85%, eliminating unexpected charges.
• Dedicated Support: Each user is assigned a U.S.-based account manager, referred to as BeeKeepers, who assist throughout the entire process of account combination.
• Diverse Investment Choices: Users can select from five different portfolios managed by State Street Global Advisors, including automatically adjusting Target Date options based on individual age.

Additional Benefits:

• Simplified Rollovers: PensionBee manages the complexities involved in transferring 401(k)s and IRAs, making the process less cumbersome for users.
• 24/7 Access: Clients can monitor their accounts and assess portfolio performance at any time, enhancing user engagement with their retirement savings.
• Continuous Updates: The service provides real-time notifications concerning account setup and rollover status, keeping users informed throughout their journey.
• Data Security: The platform employs robust, up-to-date technology to ensure the protection of user data.

Initiating your experience with PensionBee is straightforward:

1. Create an account online by entering basic details about your existing retirement plans.
2. PensionBee will directly contact your providers to facilitate the transfer of funds into your new IRA.
3. The application permits effortless management of retirement savings with just a few clicks.

PensionBee emphasizes simplicity and transparency in retirement planning. As an SEC-registered investment advisor, it is essential to note that all investments entail risks, including potential loss of principal. Past performance is not indicative of future results. Registration does not imply any level of expertise or training, and this communication should not be interpreted as investment advice.