other
PensionBee Inc.
LONDON
CRD: 331741
In network coverage since August 18, 2026 · 4 stories
$4MRegulatory AUMSEC Form ADV · Oct 17
15EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 17
Network coverage
plans
EBRI and PensionBee find 68% of automatic rollover IRAs lose value in a year
The whitepaper estimates up to 13 million such accounts holding as much as $43 billion, with opening fees as high as $100 and $5 monthly maintenance.