Products by PensionBee - Automatic Rollovers

Automatic Rollovers -The Smart Solution for 401(k) Mandatory Rollovers Optimize your 401(k) plan administration and give your former employees’ money a retirement plan that helps grow their savings. Read more »

This investment option is designed to preserve your investment principal with low risk and provide a low, stable rate of return until you can access your money in retirement. The Safe Harbor IRA invests in short-term U.S. Treasury bills through the SPDR Bloomberg 1-3 Month T-Bill ETF (BIL).... Read more »

Individuals expecting a higher tax bracket in retirement or who prefer tax-free income later in life. ‍ Not Ideal For Those seeking an immediate tax deduction (because Roth IRA contributions are made with after-tax dollars, so you’ve already paid the taxes). Funded By After-tax dollars,... Read more »

Individuals looking to lower taxable income now and expecting a lower tax bracket in retirement. Not Ideal For Those expecting to be in the same or a higher tax bracket, as withdrawals are taxed as ordinary income. Funded By Pre-tax dollars, reducing your taxable income. Taxes Withdrawals are... Read more »