PensionBee US

10/15/2026

Multiple 401(k)s from past jobs can mean multiple logins, multiple fees, and a lot to keep track of.

For Justin, consolidating those scattered accounts into one IRA meant less to manage. PensionBee handled the process, including transfers between financial institutions, so Justin could manage everything in one app.

Got old 401(k)s sitting with former employers? Combine them into one PensionBee IRA and get a 1% match just for getting it done.

One account for your retirement savings. Get a clearer picture of your future. PensionBee IRAs with SPY and MDY.

PensionBee. A better way to IRA.
Visit pensionbee.com/us to learn more

Investing involves risk. Nothing presented here constitutes tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments. Product images and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns. The featured PensionBee Customers received a one time cash payment for their testimonial. The “PensionBee 1% Match Promotion” is not a recommendation to rollover or contribute to a PensionBee IRA and is subject to further Terms and Conditions.

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 statestreet.com/im. Read it carefully. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent). ALPS Distributors, Inc. is not affiliated with State Street or PensionBee. 8908115.1.1.AM.RTL SPD004588
Full disclosure at pensionbee.com/us/social-disclosures

10/09/2026

10/07/2026

If you want a retirement plan that flexes with your income, a SEP IRA with PensionBee can help.

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 contribution.

Sources: IRS, “SEP Contribution Limits (including Grandfathered SARSEPs),” February 2025
IRS, Publication 560, Retirement Plans for Small Business, 2024
Kiplinger, “SEP IRA Contribution Limits for 2026,” 2024

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: pensionbee.com/us/social-disclosures

Terms and Conditions linked in bio

09/30/2026

Saving for retirement can feel confusing. As the only IRA provider that actually specializes in retirement saving, our tools can help you turn knowledge into action.

While other places try to sell you everything and an IRA, we focus only on one thing: your retirement savings. We find and combine your old 401(k)s and IRAs into one award-winning account with live performance tracking so saving for retirement is as easy as your everyday banking.

A better way to IRA. PensionBee.

PensionBee IRAs with SPY and MDY.

*Product images, figures, and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns.

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).

8584909.1.1.AM.RTL

Full disclosure at pensionbee.com/us/social-disclosures

Terms and Conditions linked in bio

09/25/2026

“Zero-fee” retirement accounts sound great. But what exactly are you paying for?
PensionBee’s CEO and founder Romi Savova, spoke with Bloomberg about what investors should look for beyond the headline fee.

PensionBee partnered with a third-party chartered financial analyst and actuary to capture the hidden ways “zero-fee” IRAs generate revenue, like cash sweep spreads, securities lending, payment for order flow, investment fund expenses and other charges disclosed in the fine print.

One thing is clear. “Zero-fee” just means certain account fees have been removed. It does not mean there are no costs associated with the account.

Watch Romi’s full conversation with Bloomberg to learn more.

09/24/2026

We told our customers they were just doing a quick interview about their experience. We lied. 😉🐝

We asked them what it was like having a personal rollover manager guide them through the process. But while they were busy telling us how much they loved their “Beekeeper,” we had a little surprise waiting in the wings.

Seeing the faces of our customers when they finally met the actual humans who had their backs? Absolutely priceless. Turns out, the bond between a customer and their Beekeeper is pretty un-bee-lievable. 💛

Watch until the end for the pure joy, and drop a 🐝 if this made you smile!

Investing involves risk. Nothing presented here constitutes tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments. Product images and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns. The featured PensionBee Customers received a one time cash payment for their testimonial. The “PensionBee 1% Match Promotion” is not a recommendation to rollover or contribute to a PensionBee IRA and is subject to further Terms and Conditions. The featured PensionBee employees voluntarily participated in this promotion free of any incentive or compensation.

09/22/2026

Having old 401(k)s sitting around can create more stress than you realize.

For Erin, multiple inactive accounts meant anxiety, paperwork, and uncertainty. PensionBee made it simple to bring those accounts together into one IRA, helping clear up the confusion and giving Erin one less thing to worry about.

PensionBee IRAs with SPY and MDY.

Investing involves risk. Nothing presented here constitutes tax, legal, financial or investment advice and is not an offer, solicitation, or recommendation to buy or sell any securities or investments. Product images and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns. The featured PensionBee Customers received a one time cash payment for their testimonial. The “PensionBee 1% Match Promotion” is not a recommendation to rollover or contribute to a PensionBee IRA and is subject to further Terms and Conditions.

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 statestreet.com/im. Read it carefully. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent). ALPS Distributors, Inc. is not affiliated with State Street or PensionBee. ALPS CODE: 8908103.1.1.AM.RTL SPD004586

Full disclosure at pensionbee.com/us/social-disclosures

09/18/2026

Having old 401(k)s sitting around can create more stress than you realize.

For Erin, multiple inactive accounts meant anxiety, paperwork, and uncertainty. PensionBee made it simple to bring those accounts together into one IRA, helping clear up the confusion and giving Erin one less thing to worry about. See the full story on our Youtube channel!

Investing involves risk. 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. Product images and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns. The featured PensionBee Customer received a one time cash payment for their testimonial. The “PensionBee 1% Match Promotion” is not a recommendation to rollover or contribute to a PensionBee IRA and is subject to further Terms and Conditions. Full disclosure linkedin bio.

09/18/2026

Having old 401(k)s sitting around can create more stress than you realize.

For Erin, multiple inactive accounts meant anxiety, paperwork, and uncertainty. PensionBee made it simple to bring those accounts together into one IRA, helping clear up the confusion and giving Erin one less thing to worry about. See the full story linked in bio!

Investing involves risk. 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. Product images and projections used are hypothetical, for marketing purposes only, and do not represent actual customer returns. The featured PensionBee Customer received a one time cash payment for their testimonial. The “PensionBee 1% Match Promotion” is not a recommendation to rollover or contribute to a PensionBee IRA and is subject to further Terms and Conditions. Full disclosure linked in bio.