--- title: "PensionBee: Roll over 401(k)s - Reviews, Revenue and Downloads in United States | Apple App Store" description: "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, Ro" --- # PensionBee: Roll over 401(k)s — United States > Roll over your old 401(k)s ![PensionBee App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/ba/1f/57/ba1f5747-e028-104c-985f-9ee06f24a862/AppIcon-0-0-1x_U007epad-0-1-85-220.png/434x0w.png) **Developer:** [PensionBee](https://apptail.io/developer/pensionbee-pVqc) (United Kingdom) **Category:** Finance **Rating:** 4.3/5 (22 ratings) **Price:** Free **Bundle ID:** com.pensionbee.us.app **Store:** Apple App Store **Country:** United States **Version:** 1.9.3 (released 2026-09-15) **Original Release:** 2024-11-29 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6670795071) **AppTail Page:** [https://apptail.io/app/pensionbee-roll-over-401ks-vkCu/united-states](https://apptail.io/app/pensionbee-roll-over-401ks-vkCu/united-states) ## PensionBee Description 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. ## PensionBee Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b9/b4/af/b9b4afbb-48f5-9160-5201-e9e417065454/1.png/1284x2778.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/23/ac/fd/23acfd0c-1a0c-5d75-8fc9-e62d0c7221f8/2.png/1284x2778.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/95/d7/99/95d7993b-7550-3e85-66af-7b674e7e5383/3.png/1284x2778.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/54/59/b8/5459b807-5f68-6f16-6e82-7ab078fe0b25/4.png/1284x2778.png) - [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/e2/5a/46/e25a46fa-074c-91d0-ec02-1ab7cca0f482/5.png/1284x2778.png) - [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/a8/a8/3e/a8a83e72-db8f-799e-15fb-cd0e74fbfbbc/6.png/1284x2778.png) - [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/a4/9b/a5/a49ba5e1-f486-44b9-52e9-6350c2e4469a/7.png/1284x2778.png) - [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/19/3e/22/193e22c6-59e9-f41f-9b2b-c0f1d11964f2/8.png/1284x2778.png) ## PensionBee Rating Breakdown in United States - 5 stars: 15 (68%) - 4 stars: 3 (14%) - 3 stars: 1 (5%) - 2 stars: 2 (9%) - 1 stars: 1 (5%) ## PensionBee Reviews in United States ### ***** "East Roth IRA Transfer" Very smooth process to transfer my Roth IRA. They kept me updated throughout. -- vawilki, 2025-02-28 ### ***** "I know my savings!" 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 -- NicDef, 2025-02-25 ### ***** "Great Service" Really helpful for my future finances and retirement planning. -- Ginga spice, 2025-02-25 [View all PensionBee reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) ## PensionBee Discovered Keywords - combine 401ks ## PensionBee Available In - [United States](https://apptail.io/app/pensionbee-roll-over-401ks-vkCu/united-states) - [United Kingdom](https://apptail.io/app/pensionbee-roll-over-401ks-vkCu/united-kingdom) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*