SS&C Technologies has extended its RolloverCentral partnership with UK‑based retirement‑savings platform PensionBee, allowing PensionBee customers to transfer 401(k) accounts directly into PensionBee IRAs through SS&C’s automated platform. The expansion, effective January 12, 2026, includes a 1% match incentive on all rollovers and contributions, positioning SS&C as the technology backbone for PensionBee’s U.S. IRA offerings.
The deal marks SS&C’s first foray into the U.S. retirement‑account rollover market, a segment that now accounts for a growing share of its Software‑Enabled Services revenue. By tapping PensionBee’s U.S. customer base, SS&C can increase platform usage and generate additional recurring fee income. The partnership is a material customer win that expands the reach of SS&C’s core retirement‑services platform and supports the company’s broader strategy of diversifying revenue beyond traditional fund‑administration fees.
For PensionBee, the collaboration is a key component of its U.S. expansion strategy. The RolloverCentral platform streamlines the 401(k) rollover process, eliminating manual paperwork, physical checks, and long phone calls—pain points that cause more than 40% of people attempting a rollover to abandon the process. The 1% match incentive further incentivizes U.S. savers to consolidate their retirement savings with PensionBee’s platform.
SS&C’s RolloverCentral platform is designed to automate the entire rollover workflow, reducing administrative overhead and improving security. The partnership demonstrates how SS&C’s technology can solve a widespread industry problem, potentially driving higher adoption rates and recurring revenue for both companies.
"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 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," Savova said. Michael Rogalski, Head of SS&C Retirement Solutions, added, "RolloverCentral modernizes the rollover process to provide a seamless, more secure experience for plan participants, IRA providers, and recordkeepers alike. By partnering with trusted providers like PensionBee, we’re giving individuals more choice and confidence when deciding where to consolidate their retirement savings."
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