--- title: Kiewit Wealth Planning Program | Cerity Partners description: As a Kiewit shareholder, you are eligible for an exclusive company-sponsored financial planning benefit in collaboration with Cerity Partners. --- ![Cerity Partners](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-white.png) ×Kiewit [(212) 202-1810](tel:+12122021810) [Schedule Now](https://calendly.com/d/cm23-twm-fhd?utm_medium=landingpage) For Kiewit Shareholders # Explore and Enroll in the *Kiewit Wealth Planning Program* An exclusive, company-sponsored financial planning benefit — delivered in collaboration with Cerity Partners, with a dedicated team well-versed in Kiewit's stock and benefits programs. [Schedule Now →](https://calendly.com/d/cm23-twm-fhd?utm_medium=landingpage) About the Program ## A holistic approach to your financial life 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. [Schedule Now →](https://calendly.com/d/cm23-twm-fhd?utm_medium=landingpage) Cerity Partners Personal Financial Planning ## Everything worth planning for, *in one coordinated place* 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: ### Kiewit Stock Ownership and Benefits 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). ### Investment Management Incorporating your Kiewit stock into your overall allocation and long-term investment plan. ### Retirement Planning Analyzing retirement income needs and implementing lifetime income strategies with a focus on liquidity, liabilities, and distributions. ### Risk Management & Insurance Planning Assessing insurance needs and comparing coverages to protect your assets. ### Estate Planning & Wealth Transfer Ensuring estate plans, asset ownership, and beneficiaries align with your goals while implementing wealth transfer, protection, and charitable giving strategies. ### Income Tax Planning Developing and implementing tax optimization strategies, including projections and planning. Program Resources ## Learn more about the Kiewit Wealth Planning Program Watch a short introduction, then review the program overview, Shareholder Welcome Packet, and our data & privacy commitments — everything you need before you enroll. Watch ![Introduction to the Kiewit Wealth Planning Program](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/video-1-thumb.png) ![Kiewit Financial Planning Program overview](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/video-2-thumb.png) Program Resources [Shareholder Welcome PacketPDF · Get Started →](https://go.ceritypartners.com/hubfs/Kiewit%20Stockholder%20-%20Welcome%20Packet.pdf?hsLang=en) [Data & PrivacyPDF · How we protect your data →](https://ceritypartners.com/wp-content/uploads/2022/07/Kiewit-Cerity-Partners-Data-and-Privacy-1.pdf) × ## A Collaborative TeamFocused on You 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. [Schedule Now →](https://calendly.com/d/cm23-twm-fhd?utm_medium=landingpage) ![Jenny H.](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Jenny-H..png) ![Kelly R.](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Kelly-R.-.png) ![Bob Shier](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Bob-Shier.png) ![Dylan P.](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Dylan-P.png) ![Dylan C.](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Dylan-C.png) ![Kate K.](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Kate-K.png) ![Allen Kozel](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Allen-Kozel.png) ![Cerity Partners specialist](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/team/Untitled-design-50.png) Recognition ## Nationally recognized for advisory excellence Cerity Partners is consistently honored among the country's leading registered investment advisory firms. Hover any badge to enlarge, or click to view. ![USA Today — Best Financial Advisory Firms 2026](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/usa-today-best-2026.png) ![Newsweek — America's Top Financial Advisory Firms](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/newsweek-top-firms.png) ![Barron's Advisor — Top Mega RIA Firms 2025](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/barrons-top-mega-ria-2025.jpg) ![2025 WealthManagement.com Industry Awards — Winner](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/wm-industry-awards-2025.png) ![Barron's Advisor — Top 100 RIA Firms 2024](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/barrons-top-100-ria-2024.png) ![Citywire RIA — 50 Growers Across America 2023](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/citywire-50-growers-2023.png) ![AdvisorHub — 100 Advisors to Watch](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/advisorhub-100-to-watch.png) ![RIA Intel Awards — Winner](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/kiewit-wealth-management/imagery/awards/ria-intel-awards.png) × Kiewit Wealth Planning Program ## The first step toward a *successful retirement* Make an appointment with a Cerity Partners advisor who knows Kiewit's stock and benefits programs inside and out. Flexible scheduling, no obligation. [Schedule Now →](https://calendly.com/d/cm23-twm-fhd?utm_medium=landingpage) [Or call (212) 202-1810](tel:+12122021810) ![Cerity Partners](https://go.ceritypartners.com/hubfs/andy-jnr/landing-pages/logos/logo-white.png) [Privacy Policy](https://ceritypartners.com/privacy-policy/) [Terms of Service](https://ceritypartners.com/privacy-policy/) [Disclosures](https://ceritypartners.com/disclosures/) **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](https://ceritypartners.com/disclosures/) for more information. Past performance does not guarantee future results. © 2026 Cerity Partners. All rights reserved.