PensionBee Launches on SS&C’s RolloverCentral®, Offering 1% Match on All Rollovers and Contributions

Core Insights - PensionBee and SS&C Technologies have expanded their partnership to enhance the 401(k) rollover process, allowing customers to transfer retirement accounts directly into PensionBee's IRA platform starting January 12, 2026 [1][2]. Company Overview - PensionBee is a leading retirement savings provider managing over $9 billion in assets and serving approximately 300,000 customers globally, focusing on simplicity, transparency, and accessibility [5]. - The company offers various IRA options, including Traditional, Roth, SEP, and Safe Harbor IRAs, with ETF-backed portfolios [5]. Partnership Details - The integration with SS&C's RolloverCentral platform enables a secure and automated method for transferring 401(k) assets into PensionBee IRAs, eliminating the need for manual paperwork and lengthy phone calls [2][3]. - SS&C's RolloverCentral platform aims to modernize the rollover process, providing a seamless experience for plan participants and IRA providers [3]. Market Challenges - The 401(k) rollover process is often inefficient, with over 40% of individuals abandoning the process due to complexity and confusion [3]. - PensionBee's partnership with SS&C addresses these pain points by simplifying the rollover experience and providing personalized support [4]. Security Measures - RolloverCentral is designed with encryption and independent third-party verification, ensuring a secure rollover process comparable to traditional financial transactions [4].