Monday, June 9, 2025

Asure and PensionBee Partner to Streamline Retirement Rollovers for SMB Employees

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Asure Software, a leading provider of cloud-based Human Capital Management (HCM) solutions, has announced a new partnership with PensionBee, a digital-first retirement provider, to bring simplified retirement account rollover services to small and mid-sized businesses. The collaboration enables employees of Asure’s payroll and HR clients to consolidate multiple 401(k) and IRA accounts into a single, manageable retirement plan through PensionBee’s intuitive platform.

With this move, Asure continues expanding its strategic Partner Marketplace to offer big-company financial wellness benefits to smaller organizations. The integration allows employees to easily roll over forgotten or fragmented retirement savings, helping them gain clearer visibility and control over their financial future.

“At Asure, we’re committed to bringing the benefits of innovative HR and payroll solutions to small and mid-sized businesses,” said Pat Goepel, Asure Chairman & CEO. “Our marketplace partnership with PensionBee is a perfect example of how we are democratizing financial wellness by offering streamlined retirement savings solutions that are typically reserved for larger enterprises.”

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PensionBee, recognized for its customer-centric approach and award-winning platform, makes it easy for users to enroll in and manage retirement savings plans. Through this partnership, it aims to support millions of U.S. workers navigating career transitions or life changes, ensuring retirement planning remains a priority.

“When individuals are starting or leaving jobs or navigating other significant life changes, retirement savings should be top of mind,” said Romi Savova, CEO of PensionBee. “Our partnership with Asure allows us to reach millions of Americans at precisely the right moment, connecting more employees with flexible and modern retirement solutions.”

This alliance marks the latest addition to Asure’s growing ecosystem of partner services, aimed at enhancing operational efficiency and employee satisfaction across the SMB sector.

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