Press release
PensionBee Launches on SS&C’s RolloverCentral®, Offering 1% Match on All Rollovers and Contributions
Partnership expansion streamlines 401(k) rollover process, giving job changers direct access to PensionBee's award-winning IRA platform NEW YORK, Jan.
About this update from Ss&c Technologies Holdings, Inc.
[{"type":"text","content":"Partnership expansion streamlines 401(k) rollover process, giving job changers direct access to PensionBee's award-winning IRA platform\nNEW YORK, Jan. 12, 2026 (GLOBE NEWSWIRE) -- PensionBee (LON:PBEE), a leading retirement savings provider, and SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a financial technology company, today announced an expansion of their partnership to streamline the outdated 401(k) rollover process. Beginning January 12, 2026, all customers who use SS&C’s RolloverCentral® platform can securely 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 provides a secure, automated way for savers to move 401(k) assets into a PensionBee IRA without the manual paperwork, physical checks, or long phone calls typically associated with rollovers. By connecting directly with plan administrators and IRA providers, the platform removes friction from a process which historically delays savers from investing their retirement assets. “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.\" Solving a Critical Pain Point The 401(k) rollover process is rife with inefficiencies, which can turn a routine task into a multi-week or multi-month process. PensionBee’s data reveals that over 40% of people who try to rescue a left-behind 401(k) give up mid-process, citing complexity, confusion, and a lack of clear instructions. RolloverCentral is encrypted, monitored, and verified by independent th...