As a Kiewit shareholder, you are eligible for an exclusive company sponsored benefit in collaboration with Cerity Partners.
We believe in a holistic approach to financial planning - one that considers every aspect of your unique financial situation. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Cerity Partners is nationally recognized for their advisory services, has flexible consultation schedules and a dedicated team of specialists who are well-versed in Kiewit’s stock and benefits programs. To make an appointment with a Cerity Partners advisor, please click the button below.
We’re here to make your financial life easier—helping you take action on what matters most while ensuring long-term success. Comprehensive Financial Planning with Cerity Partners can include the following:
Holistic analysis of your Kiewit provided plans and how they fit into your portfolio (Retirement Savings Plan 401(k), C Stock and I Stock Program, Shareholder Loan Program).
Incorporating your Kiewit stock into your overall allocation and long-term investment plan.
Analyzing retirement income needs and implementing lifetime income strategies with a focus on liquidity, liabilities, and distributions.
Assessing insurance needs and comparing coverages to protect your assets.
Ensuring estate plans, asset ownership, and beneficiaries align with your goals while implementing wealth transfer, protection, and charitable giving strategies.
Developing and implementing tax optimization strategies, including projections and planning.
PROGRAM OVERVIEW
THE BASICS
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.
To discuss pricing and engagement in our program, schedule a meeting by clicking below.
Cerity Partners has a contract with Kiewit to provide financial planning services to Kiewit employees. Kiewit compensates Cerity Partners for these services, creating a potential conflict of interest. Kiewit does not endorse our services, and participation is voluntary.
See our full disclosures page for more information.