PensionBee 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. Founded in 2014, PensionBee has grown to manage over $7 billion in assets for more than 265,000 customers worldwide.
The company launched in the U.S. in 2024, bringing its award-winning technology and customer-first approach to American savers. Unlike traditional providers, PensionBee specializes in serving mass-market consumers (those with less than $100,000 in retirement savings)?a group often ignored by the industry. PensionBee differentiates itself in the Safe Harbor IRA market through its: Intuitive product offering, with a digital platform across the web and a mobile app; Best-in-Class investment proposition, utilizing State Street?s SPDR T-Bill ETF (BIL), one of the world?s most established and liquid Treasury instruments; Competitive fee structure, designed to grow savings; Personalized customer service, with a dedicated ?BeeKeeper?
for each customer; Educational resources, to help consumers make informed financial decisions.
