PensionBee US

PensionBee US We help you combine your old 401(k)s and IRAs from past jobs into one simple, easy to manage, online account. Investing involves risk.

Portfolios powered by high quality ETFs, like SPY and MDY. More information:
https://pensionbee.com/us/social

55% of us are leaving our money behind, but it isn’t just sitting there—it’s leaking. Between “non-employee” fees and de...
04/29/2026

55% of us are leaving our money behind, but it isn’t just sitting there—it’s leaking. Between “non-employee” fees and default cash accounts that don’t keep up with inflation, a forgotten 401(k) can lose up to $18,000 in wealth over a career. Consolidation isn’t just about tidying up, It’s about protecting your growth. PensionBee makes it simple to merge your accounts into one powerful plan so your money finally works as hard as you do.

Join the 45% who took charge. Combine your accounts now. 🐝 Click the link in our bio to see how PensionBee can help you get your retirement on track.

PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover and contribution into diversified portfolios with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. (Terms and conditions apply - linked in bio)

Portfolios with SPY and MDY.

Source: PensionBee, “1 in 4 Americans Can’t Name Their Retirement Provider as Dormant Accounts Surge,” February 2026

Your investment can go down as well as up.
This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.
Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).

Full disclosure: https://www.pensionbee.com/us/social-disclosures
Terms and conditions linked in bio

04/23/2026

Social Security averages about $2,200 a month.
Almost everyone we asked said that alone wouldn’t be enough for retirement.
For many, it would mean a lifestyle change they don’t want. And some aren’t even sure it’ll look the same in the future.
PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover and contribution into diversified portfolios with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. (Terms and conditions apply - linked in bio)

Social Security Administration, “What is the average monthly benefit for a retired worker?”, January 2025

Investing involves risk.

Andy Hill is not a PensionBee Inc. customer and received payment for this video. This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.
ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).
8761810.1.1.AM.RTL SPD004444

Full disclosure: https://www.pensionbee.com/us/social-disclosures
Terms and conditions linked in bio

04/17/2026

Jason thought his old 401(k) account was safe after leaving his job, but hidden fees were quietly eating away at his savings. That all changed when he brought his accounts together into one PensionBee IRA. Now his savings are under his control.

PensionBee helps you roll over old 401(k)s into one simple IRA - into a diversified portfolio with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. Rollover now and get a 1% match.

Visit pensionbee.com/us to learn more.

This customer received a one time cash payment for their testimonial. This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.
Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).
8584938.1.1.AM.RTL SPD004306
Full disclosure at https://www.pensionbee.com/us/social-disclosures

The average person can change jobs 12 times. If you’ve left a 401(k) behind at every stop, you aren’t just managing mone...
04/16/2026

The average person can change jobs 12 times. If you’ve left a 401(k) behind at every stop, you aren’t just managing money, you’re managing a mounting “mental tax.”
Multiple logins, scattered statements, and overlapping fees make it impossible to see your true net worth. Consolidating isn’t just about “cleaning up”; it’s a strategic move to regain control.
The PensionBee Advantage:
✅ One award-winning app.
✅ One clear view of your future.
✅ Zero “junk drawer” stress.
How many of you still have your money sitting in an old plan? Click the link in our bio to see how PensionBee can help you get your retirement on track.


PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover and contribution into diversified portfolios with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. (Terms and conditions apply - linked in bio)

Portfolios with SPY and MDY.

Your investment can go down as well as up.

This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.

Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).

Full disclosure: https://www.pensionbee.com/us/social-disclosures

Terms and conditions linked in bio

Are you feeling prepared for tax season?PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one o...
04/10/2026

Are you feeling prepared for tax season?

PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover. (Terms and conditions apply)

Sources: Charles Schwab, “2024‑2025 Traditional IRA Contribution Limits,” December 2023
NerdWallet, “Traditional IRA Contribution Limits for 2025 and 2026,” November 2025
IRS, “SEP Contribution Limits (including grandfathered SARSEPs),” February 2025
Fidelity Investments, “SEP IRA Contribution Limits,” August 2025
Wharton Pension Research Council, “Should You Roll Over Your 401(k) When You Retire? Here’s How to Think About It,” October 2024
Charles Schwab, “Rollover 401(k) to IRA,” 2025

Your investment can go down as well as up.

This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Full disclosure: https://www.pensionbee.com/us/social-disclosures

Terms and Conditions linked in bio

04/09/2026

Are you ready for ?

PensionBee makes it easy to combine all your old 401(k)s into a low-cost, diversified IRA portfolio with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. With a 1% match on every rollover and contribution - and your own U.S.-based account manager to handle all the hassle - it’s time to get started (Terms and conditions apply)

Sources:
Congressional Research Service, “Contributions to Individual Retirement Accounts (IRAs) – Fact Sheet,” April 25, 2024
Internal Revenue Service (IRS), “Retirement Topics – IRA Contributions”, 2025
Internal Revenue Service (IRS), “Simplified Employee Pension (SEP) Plan”, 2025

Investing involves risk. Andy Hill is not a PensionBee Inc. customer and received payment for this video. This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.

ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).
8776220.1.2.AM.RTL SPD004496

Full disclosure: https://www.pensionbee.com/us/social-...

Terms and Conditions linked in bio

04/03/2026

When your retirement savings are scattered across old employers, you can lose sight of the big picture. But when all your old 401(k) accounts are consolidated in one PensionBee IRA, you get the control you need. Don’t let chaos define your retirement. Consolidate your old 401(k)s with PensionBee, now with a 1% match on every rollover and contribution.

Portfolios with SPY and MDY.
Visit pensionbee.com/us to learn more

This customer received a one time cash payment for their testimonial. This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.
Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).
8584932.1.1.AM.RTL SPD004303
Full disclosure linked in bio.

04/02/2026

Think tax planning ends on December 31st? That’s one of the biggest misconceptions out there. In this episode of Retirement 101, Andy Hill debunks common tax day myths and highlights the key retirement contributions you can still make for the prior year before April 15.

PensionBee makes it easy to combine all your old 401(k)s into a low-cost, diversified IRA portfolio with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. With a 1% match on every rollover and contribution - and your own U.S.-based account manager to handle all the hassle - it’s time to get started (Terms and conditions apply)

Sources:
Congressional Research Service, “Contributions to Individual Retirement Accounts (IRAs) – Fact Sheet,” April 25, 2024
Internal Revenue Service (IRS), “Retirement Topics – IRA Contributions”, 2025
Internal Revenue Service (IRS), “Simplified Employee Pension (SEP) Plan”, 2025

Investing involves risk. Andy Hill is not a PensionBee Inc. customer and received payment for this video. This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.

ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).
8776220.1.2.AM.RTL SPD004496

Full disclosure: https://www.pensionbee.com/us/social-...

Terms and Conditions linked in bio

03/27/2026

If you’ve changed jobs, you probably have old 401(k)s that are just sitting idle. But did you know those previous accounts can slowly drain from fees?

PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover and contribution into diversified portfolios with ETFs like SPY and MDY from State Street Investment Management, one of the world’s largest asset managers. (Terms and conditions apply - linked in bio)

Your investment can go down as well as up.

This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.statestreet.com/im. Read it carefully.

Investing involves risk. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent).

How prepared are you feeling for tax day?PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one ...
03/24/2026

How prepared are you feeling for tax day?

PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover. (Terms and conditions apply)

Source: CNBC, “Forgotten 401(k) fees cost workers thousands in retirement savings,” June 2025
Your investment can go down as well as up.

This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Full disclosure: https://www.pensionbee.com/us/social-disclosures

Terms and Conditions linked in bio

Lost, old, or scattered 401(k)s add up. Bringing clarity to your accounts can keep more money working for you.PensionBee...
03/20/2026

Lost, old, or scattered 401(k)s add up. Bringing clarity to your accounts can keep more money working for you.
PensionBee can help you consolidate all your old 401(k)s - and IRAs - into one online PensionBee IRA. Now offering a 1% match on every rollover. (Terms and conditions apply)

Source: Thrivent, “Maximizing Your IRA Could Lower Your Taxes and Pump Up Your Savings,” 2025

Your investment can go down as well as up.

This post, and any associated customer testimonial or third party endorsement, is provided solely for informational and educational purposes, should not be taken as tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments.

Full disclosure: https://www.pensionbee.com/us/social-disclosures

Terms and Conditions linked in bio

We’re thrilled to be named the Best Retirement Management Platform at the Fintech Breakthrough Awards for the second yea...
03/19/2026

We’re thrilled to be named the Best Retirement Management Platform at the Fintech Breakthrough Awards for the second year running!

This award is a testament to our commitment to helping people take control of their financial futures through our innovative digital retirement solutions.

Thank you to the Fintech Breakthrough Awards for this recognition.

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+17185029433

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