Articles from PensionBee
Every year, millions of Americans leave their jobs and take their retirement savings with them, but not without a cost. Despite living in a digital-first world, the 401(k) rollover process is still shockingly analog.
By PensionBee · Via Business Wire · May 21, 2025
New research from retirement provider PensionBee highlights the real cost of the expected 17% cut to Social Security benefits starting in 2035, unless Congress takes action. Americans could need an extra $100,000 in retirement savings to make up the shortfall, posing a significant financial challenge for millions.
By PensionBee · Via Business Wire · April 22, 2025
When you leave a job, you might not think twice about what happens to your 401(k). But what you don’t think about can cost you.
By PensionBee · Via Business Wire · April 16, 2025

PensionBee, a leading online retirement provider, has partnered with SS&C Technologies to introduce a new Safe Harbor IRA for employers and former employees. This collaboration leverages SS&C’s Automated Rollover Program (ARP) to streamline the rollover process.
By PensionBee · Via Business Wire · February 6, 2025

PensionBee, a fast-growing IRA provider shaping how people manage their retirement savings, announces the launch of its new app which allows users to combine old workplace 401(k)s into an IRA and provides users with access to their account as easily as they do their everyday banking.
By PensionBee · Via Business Wire · December 5, 2024