PensionBee, a leading online retirement provider, has expanded its U.S. services by adding Roth and Traditional IRA contribution capabilities to its mobile app. This new feature empowers users to make tax-advantaged contributions seamlessly, offering greater control over their retirement savings.
Launched in December 2024, PensionBee’s U.S. platform simplifies the process of consolidating old 401(k)s and IRAs into a modern, easy-to-manage retirement account. With this latest update, users can now make pre-tax and post-tax contributions in just a few taps, ensuring a streamlined and hassle-free saving experience.
“We entered the U.S. market to give consumers more control over their retirement,” said Romi Savova, CEO of PensionBee. “Enabling Roth and Traditional IRA contributions is a key step in that mission—especially as Americans face increasingly complex retirement options.”
Industry Recognition: Best Retirement Management Platform
PensionBee’s innovation in the retirement space has earned it the prestigious “Best Retirement Management Platform” award from the FinTech Breakthrough Awards. Recognized for its modern, user-friendly approach, PensionBee helps everyday savers consolidate, manage, and grow their retirement savings on their own terms.
What Sets PensionBee Apart?
- User-Friendly Digital Experience – A seamless web and mobile platform
- Top-Tier Investment Options – ETF-based portfolios powered by State Street
- Personalized Customer Support – Each user is assigned a dedicated “BeeKeeper”
- Educational Resources – Helping consumers make informed financial decisions
“Receiving this award is an honor and validation of our mission,” said Savova. “The retirement industry has been slow to innovate, leaving many savers underserved. PensionBee is committed to providing intuitive technology that makes retirement planning accessible to everyone, regardless of their investment experience.”
The FinTech Breakthrough Awards, now in its 9th year, received over 4,500 nominations, making it one of the most competitive programs in the industry.
PensionBee’s Rapid U.S. Expansion
Since launching in the U.S., PensionBee has seen strong customer engagement, reinforcing the demand for transparent, easy-to-use retirement solutions. With built-in educational tools and seamless contribution features, the platform helps users take control of their financial futures.
PensionBee continues to strengthen its partnerships, most notably with State Street Global Advisors (SSGA). The company offers investment portfolios exclusively using SSGA-managed ETFs, ensuring diversified and efficient long-term growth.
In February 2025, PensionBee expanded its U.S. presence by partnering with SS&C Technologies to introduce a Safe Harbor IRA—a solution designed to help employers manage retirement accounts for former employees.
Under CEO Romi Savova’s leadership, PensionBee now manages over $7 billion in assets for 265,000+ customers worldwide. By addressing over 85% of the global defined contribution market, the company is revolutionizing retirement planning with accessible, transparent, and user-friendly solutions.
New IRA Features Available Now
PensionBee’s updated app with Roth and Traditional IRA contribution capabilities is now available to all U.S. customers. With this launch, the company continues its mission to democratize retirement savings—making it easier than ever for Americans to build a secure financial future.
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