Business Services: Pensions

We offer expertise and tailored solutions for your company’s pension. Our professionals have over 80 combined years of managing funds for businesses and individuals in Maine. Much of our experience has been managing investment portfolios for both large and small Maine companies and institutions.

Bigelow’s CEO, Gary Robinson, has been working with retirement plans since 1984. With over two decades of experience, he has first hand knowledge of how best to design and manage investment portfolios for all types of plans. Bigelow’s President, Kathryn Dion, CFA has been managing pension plans, including Taft- Hartley plans, since 1992. Kathryn’s experience includes managing a $350 million defined benefit pension plan for a large company in Maine.

If you are seeking more one-on-one communications with your pension service providers, then the Maine based team that Bigelow has assembled is here for you. Our customized portfolios and administration solutions are designed to provide maximum benefit for your employees while minimizing your efforts and costs.

After working with you to make sure your plans are designed properly, we meet directly with your employees to make sure they appreciate the benefits you are providing them. As a local company, we can spend the time it takes to communicate your benefit plans effectively.

Let us know if you would like to speak with some of our references.