PensionBee Empowers U.S. Savers With New Roth and Contribution Options

NEW YORK--(BUSINESS WIRE)--PensionBee, a leading online retirement provider, announced today the addition of Roth and Traditional IRA contribution capabilities to its mobile app. All users are eligible to make tax-advantaged contributions directly through the platform, granting greater flexibility and control over their retirement planning.

"We launched in the U.S. intent on placing retirement control back into consumers' hands,” said Romi Savova, CEO of PensionBee. “Enabling Roth and Traditional IRA contributions is the next step toward that goal."

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PensionBee’s U.S. app first launched in December 2024 and provides a streamlined solution for combining old workplace 401(k)s and IRAs into a modern retirement account. This most recent update harnesses simplicity to engage users around their retirement. With just a few taps, customers can now top up retirement accounts with pre-tax and post-tax contributions, all from within the app.

“We launched in the U.S. intent on placing retirement control back into consumers' hands,” said Romi Savova, CEO of PensionBee. “Enabling Roth and Traditional IRA contributions is the next step toward that goal, and a timely one, as U.S. consumers struggle against a backdrop of confusing retirement solutions.”

Best Retirement Management Platform

The FinTech Breakthrough Awards program recently recognized PensionBee’s innovation in the retirement space with an award for “Best Retirement Management Platform.” PensionBee is a modern solution designed to help mass-market savers consolidate, manage, and keep saving for their retirement on their terms.

PensionBee differentiates itself through its:

• Intuitive product offering, with a digital platform across the web and a mobile app
• Best-in-Class investment proposition, utilizing ETFs powered by State Street
• Personalized customer service, with a dedicated “BeeKeeper” for each customer
• Educational resources, to help consumers make informed financial decisions

“We are honored to be recognized as the ‘Best Retirement Management Platform’ and proud to receive this external validation of our mission,” said Savova. “The retirement industry has been slow to innovate, often leaving behind those who need support the most. This award acknowledges our commitment to developing intuitive technology that empowers individuals to take control of their financial futures, regardless of their investment experience or account size.”

The FinTech Breakthrough Awards is the premier awards program founded to recognize fintech innovators, leaders, and visionaries worldwide. The 9th annual awards were among the most competitive, with over 4,500 nominations across categories.

Rapid Growth in the U.S. Market

PensionBee's expansion into the U.S. market has been met with strong customer engagement in just the first few months of operation, validating the strong market demand for simplified, transparent retirement solutions.

With exclusive educational content and seamless contribution functionality— customers can achieve financial security with ease. PensionBee’s mission is to democratize retirement planning, providing transparency and accessibility in an often opaque and underserved system.

PensionBee continues to build on its strategic partnership with State Street Global Advisors (SSGA), offering customers access to a range of investment portfolios that use SSGA's model portfolios, exclusively consisting of SSGA-managed exchange-traded funds. In February 2025, PensionBee further strengthened its U.S. presence through a strategic partnership with SS&C Technologies to introduce a Safe Harbor IRA for employers and former employees.

Under the leadership of CEO Romi Savova, PensionBee now manages over $7 billion in assets for more than 265,000 customers worldwide. By addressing over 85% of the global defined contribution market, PensionBee is revolutionizing retirement management, delivering financial wellness solutions that meet the needs of everyday savers.

The updated app with Roth and Traditional IRA contribution capabilities is available immediately to all PensionBee customers.

For more information about PensionBee, please visit: www.pensionbee.com/us

About PensionBee

PensionBee is a leading online retirement provider, helping people easily consolidate, manage, and grow their retirement savings. The company manages over $7 billion in assets and serves over 265,000 customers globally, with a focus on simplicity, transparency, and accessibility.

PensionBee Inc. is registered with the Securities and Exchange Commission as an investment adviser. We do not provide in-person advice.
PensionBee Inc. (Delaware Registration Number SR20241105406) is located on 85 Broad Street, New York, New York, 10004.