Rollover Companion

Move your old 401(k) to PensionBee — calmly, step by step.

Find your plan, recover missing access, and move your savings using verified routing rules and exact phone scripts. A dedicated BeeKeeper is always one tap away.

Built-in Routing Safeguards

Zero guesswork. Your check is automatically coded to protect your tax status and enforce absolute FBO payee compliance.

Verified Custodian Paths

Step-by-step navigation and exact spoken phrases tailored directly to major 401(k) providers.

Save & Resume Anytime

Continuous session state resilience. Your progress saves with every action—pause or resume without data loss.

Start my rollover