Welcome to our dedicated page for Pensionbee Group Plc news (Ticker: PBNYF), a resource for investors and traders seeking the latest updates and insights on Pensionbee Group Plc stock.
PensionBee (PBNYF, PBEE) is described in its public announcements as a retirement savings provider focused on helping individuals consolidate, manage, and take control of their retirement savings. News related to PensionBee often highlights developments in its retirement offerings, partnerships, and research on retirement behavior and sentiment.
One type of news involves product and platform partnerships. For example, PensionBee has been announced as an IRA provider on SS&C’s RolloverCentral platform, which is presented as a secure, automated way for savers to move 401(k) assets into a PensionBee IRA. Coverage of this partnership includes details about streamlining the rollover process and features such as a 1% match on dollars entering a PensionBee IRA through rollovers or contributions, as described in the announcement.
Another category of news centers on research and insights into retirement saving. The PensionBee Happy Retirement Report examines retirement optimism among American savers and explores how planning habits, use of advisors or online tools, employer contribution matches, and consolidation of old retirement accounts relate to retirement sentiment. Articles on this topic discuss survey findings, differences in sentiment across demographics, and the connection between saving behaviors and outlook.
Investors and observers following PensionBee news can expect updates on its retirement products, partnerships with financial technology and retirement platforms, and surveys or reports that analyze retirement behaviors. These stories provide context on how the company positions its services and how it interprets trends in retirement saving and sentiment among its target audience.
PensionBee (PBNYF) published a nationwide survey (1,000 adults) showing Americans automate spending far more than saving: 60% automate bills, 39% automate debt, but only 24% automate retirement contributions and 11% automate transfers to investment accounts.
PensionBee models that redirecting $17/month from unused subscriptions could grow to $25,000 over 35 years, about 25% of the median U.S. household nest egg of $87,000. The release highlights subscription overhang, 33% managing >6 subscriptions, 25% not knowing their subscription count, and recommends cancelling unused services, consolidating lost 401(k)s, and using auto-contributions.
PensionBee (OTC: PBNYF) announced it achieved Great Place To Work Certification on February 2, 2026, backed by a rare 100% employee satisfaction score versus a 57% national benchmark. The certification reflects workplace trust and anonymous employee feedback.
The company is scaling U.S. operations since 2024, highlights a 1% match on rollovers and contributions, and cited an integration with SS&C RolloverCentral to speed 401(k) rollovers.
PensionBee (OTC:PBNYF) analysis of DOL Form 5500 data finds that dormant 401(k) and 403(b) accounts have surged, doubling from 14.8M in 2012 to 28M in 2023 and an estimated 32.8M in 2026. PensionBee estimates over 30% of funded workplace accounts could be dormant by end‑2026, up from 21% in 2012. Active workplace accounts grew 44% (2012–2026), while dormant accounts rose ~130%. Small monthly fees on forgotten accounts (example: $4.55/month) can compound into large lifetime losses. Under SECURE 2.0, employers may auto‑roll balances under $7,000 into Safe Harbor IRAs, which can be parked in low‑yield cash equivalents. PensionBee urges locating, consolidating, rebalancing, and automating retirement savings.
PensionBee (OTC:PBNYF) expanded its partnership with SS&C to integrate PensionBee as an IRA provider on SS&C’s RolloverCentral® platform, effective January 12, 2026. The integration lets users transfer 401(k) assets directly into a PensionBee IRA with reduced paperwork and faster completion times.
PensionBee will offer a 1% match on every dollar rolled into or contributed to a PensionBee IRA. SS&C’s RolloverCentral connects plan administrators and IRA providers, with encryption and third-party verification to accelerate and secure rollovers.
PensionBee (OTC:PBNYF) survey of 3,000 Americans finds retirement optimism fell from 55% in March to 44% by year-end 2025, a drop of over 10%. The report links sentiment changes to volatile markets, tariffs, and a prolonged government shutdown. Key findings:
- 40% of active savers have under one year of expenses saved
- 30% would not last six months if they stopped working
- 53% of optimistic respondents have a clear plan
- 32% contribute enough to get a full employer match
The report highlights a notable gender gap: 52% of men versus 37% of women are optimistic, with single women least optimistic.
