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PensionBee, SS&C Technologies Partner to Refine 401(k) Rollovers

PensionBee and SS&C Technologies Holdings, Inc. are expanding their partnership in an effort to streamline the 401(k)-rollover process.

Beginning January 12, 2026, all customers who use SS&C’s RolloverCentral platform can transfer old retirement accounts directly into a PensionBee IRA.

“We are thrilled to join the RolloverCentral platform as an IRA provider,” said Romi Savova, founder and CEO of PensionBee. “SS&C has been instrumental in furthering our mission to make retirement management as accessible and efficient as possible. By offering a 1% match on every dollar that enters a PensionBee IRA—whether it’s a rollover from an old job or a new contribution—we are effectively putting money back into the pockets of savers. This integration will help us better support our customers through one of the most complicated aspects of retirement planning.”

SS&C’s RolloverCentral platform automatically moves 401(k) assets into a PensionBee IRA without manual paperwork, physical checks, or phone calls typically associated with rollovers.

“RolloverCentral modernizes the rollover process to provide a seamless, more secure experience for plan participants, IRA providers, and recordkeepers alike,” said Michael Rogalski, head of SS&C Retirement Solutions. “By partnering with trusted providers like PensionBee, we’re giving individuals more choice and confidence when deciding where to consolidate their retirement savings.”