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Retirement Capital Daily
Independent Intelligence on Retirement Assets
Friday, October 23, 2026The Morning Brief →Sign in
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Romi Savova

PensionBee Inc. · Reported Oct 22
In network coverage since August 18, 2026 · 4 stories
Network coverage
plans

EBRI and PensionBee find 68% of automatic rollover IRAs lose value in a year

The whitepaper estimates up to 13 million such accounts holding as much as $43 billion, with opening fees as high as $100 and $5 monthly maintenance.
portfolio · Aug 18Price the hidden costs of a zero-fee IRA before the rollover
plans · Aug 18Zero-fee IRAs can still cost savers $1,400 a year
advisers · Aug 18Zero-fee IRAs can carry more than $1,400 in hidden annual costs
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