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].

Core Insights - PensionBee has launched a 1% match program to encourage Americans to consolidate old 401(k)s and IRAs, committing up to $10 million to this initiative [1][2][3] Group 1: Company Initiatives - The 1% match program aims to address the issue of over a trillion dollars in retirement wealth sitting in orphaned 401(k)s, which can incur additional fees and change investments without the account holder's knowledge [2][3] - The program provides a financial incentive for customers to roll over their old retirement accounts into PensionBee IRAs, enhancing the company's mission to help Americans take control of their retirement savings [3][5] - PensionBee's model simplifies the rollover process by handling it electronically and providing each customer with a dedicated U.S.-based account manager, known as a "BeeKeeper" [4][8] Group 2: Financial Projections - The 1% match applies to every rollover or contribution into a PensionBee IRA on the company's next $1 billion in customer assets, with potential long-term growth based on an assumed annual return of 6.15% [5][6] - Illustrative projections show that a $10,000 account could grow to a match of $600 over 30 years, while a $2,000,000 account could yield a match of $119,850 over the same period [6][7] Group 3: Company Overview - PensionBee manages over $9 billion in assets and serves approximately 300,000 customers globally, focusing on simplicity, transparency, and accessibility in retirement savings [8]