Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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For Kiewit Stockholders
As part of a new wealth advisory program, Kiewit stockholders have the opportunity to get professional, customized support for their financial planning needs. This program is managed by Cerity Partners, a leading provider of financial wellness, comprehensive financial counseling and investment management services. Cerity Partners does not sell its own products and has a strong reputation in wealth advisory services, flexible consultation schedules and a dedicated team of experts who are now well-versed in Kiewit’s stock and benefits programs.
The content on this page offers more information about the program, services available to stockholders, and Cerity Partners and its custodial partners. If you’re interested in using this program, please take a closer look at these materials to help you make an informed decision. To make an appointment with an Cerity Partners coach/advisor, please visit the firm’s online scheduler, which is accessible below.
Our planning is designed to financially prepare you and your family for life's known and unknown events.
New Financial & Tax Planning
Comprehensive Wealth Management Tier I
Comprehensive Wealth Management Tier II
Designed Primarily For
Groups 4, 5 and 6 or others with a less complex financial situation and are comfortable with implementing the decisions themselves
Groups 4, 5, and those in group 6 that want implementation to rest with Cerity Partners
Groups 1, 2, 3 and 4; those with complexity; or need several topics completed quickly
Frequency
3 to 4 remote advisor meetings per year - Meetings via phone 1 to 1.5 hours meetings
3 advisor meetings per year - 1 in-person, 2 via phone 1 to 1.5 hours meetings
4+ advisor meetings per year - 4 or more in-person or phone 1.5 to 2.5 hours meetings
Annual Fee
$2,500 – company-paid for groups 4, 5 and 6
$6,000 for groups 1, 2 and 3 $3,500 (after $2,500 subsidy) for groups 4, 5 and 6
$9,000 for groups 1, 2 and 3 $6,500 (after $2,500 subsidy) for groups 4, 5 and 6
Services or Topics
Each option includes advice about the following topics. The level of complexity and comprehensiveness of these discussions will vary depending on the option you select. Schedule a time to speak with a Cerity Partners Representative.
Benefit Planning:
C Stock and I Stock Program
Stockholder loan program
Retirement Savings Plan - 401(k)
Income Tax Planning:
Develop year-end tax planning strategy
Tax planning techniques
*Preparation can be added for
additional fee; see details below
Estate Planning:
Analysis of existing estate plan
Revision of existing estate plan
Insurance Planning
Retirement Planning
Budgeting
Debt Analysis and Reduction Planning
FINANCIAL & TAX PLANNING: This service does NOT include the preparation of a stockholder’s income tax returns. If a stockholder, using this service, wishes to engage Cerity Partners to prepare the requested returns, Cerity Partners will propose a fee for the additional service. This additional fee will be billed separately to the stockholder. The stockholder, not Kiewit, is responsible for payment of the income tax preparation fee, if that service is desired.
COMPREHENSIVE WEALTH MANAGEMENT TIER I/II: This service includes the preparation of a stockholder’s income tax returns. Additional returns may be prepared for an additional fee. This additional fee will be billed separately to the stockholder. The stockholder, not Kiewit, is responsible for payment of the income tax preparation fee, if that service is desired.
Prior to your first conversation with your Cerity Partners financial coach/advisor, it’s always helpful to gather some basic information about you and your family’s financial circumstances. Your coach/advisor will refer to this information as you begin discussing ways to improve your overall financial wellness.
Below is a list of items you should have prepared:
*(If you are planning jointly with a spouse or partner, you should include the same information for both of you.)
Program Overview
The Basics
To set up an appointment with a Cerity Partners advisor
Kate Kittinger
Principal
