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.
SS&C Technologies Holdings, Inc. is a provider of services and software for the financial services and healthcare industries. Its portfolio of products and software-enabled services allows our financial services clients to automate and integrate front-office functions such as trading and modeling, middle-office functions such as portfolio management and reporting, and back-office functions such as accounting, performance measurement, reconciliation, reporting, processing and clearing, and compliance and tax reporting. The Company provides its solutions within the institutional asset and wealth management, alternative investment management, brokerage, retirement, financial advisory and financial institutions vertical markets. It provides solutions to the healthcare industry, including pharmacy, healthcare administration and health outcomes optimization solutions. Its healthcare solutions include claims adjudication, benefit management, care management and business intelligence services.
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Investor
Investor
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Global
Global
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ESG MSCI
ESG MSCI
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