PensionBee partners with T. Rowe Price platform to offer automatic rollover IRA solution - TROW News | RalliesPensionBee partners with T. Rowe Price platform to offer automatic rollover IRA solution
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TROW• PensionBee partners with T. Rowe Price platform
- PensionBee partnered with T. Rowe Price to offer its Automatic Rollover IRA to eligible retirement plan clients on T. Rowe Price’s platform.
- Plan sponsors can designate PensionBee as a force-out provider for balances below the $7,000 threshold.
- T. Rowe Price’s Core Market clients can compare force-out providers in the portal at no additional cost.
- PensionBee’s offering is slated to expand to large institutional clients in 2027.
