From Fidelity Investments

Sensitive to workers’ environmental constraints, Karen Coito, Jon Joss and Adam Witte provided flexible solutions for communication, education and website access.
  • Recordkeeper
    Fidelity Investments
  • Client Company
    Kiewit Corporation
  • Company Industry
    Engineering; Chemicals/Mining;
    Oil and Gas/Energy;
    Building/Construction/Contracting
  • Client Headquarters
    Omaha, Nebraska
  • Plan Assets/Participants
    >$1B/10,000 – 19,999

BIOS:

Karen Coito (left), client service manager, has served Fidelity Investments for 22 years, progressing from operations associate to strategic senior implementations project manager before assuming her current role. Prior to Fidelity, she worked at Cellular One in Massachusetts (now AT&T Wireless).

Jon Joss (center), managing director, with Fidelity for 17 years, ran the West region of Fidelity Workplace Consulting before becoming a strategic managing director. Prior to Fidelity, he served at Watson Wyatt, and at Hewitt Associates as a pension actuary.

Adam Witte (right), client service administrator, started at Fidelity 11 years ago, in participant services and worked his way up to senior client service administrator. He graduated from Midwestern State University with a degree in history.

Kiewit Corporation is a privately held construction company, founded in Omaha, Nebraska, in 1894. Today, its 29,000 employees work throughout North America on major infrastructure projects including highways, power plants, tunnels, and corporate and public buildings. While approximately 10,000 unionized employees are not in the Fidelity Investments 401(k), the rest are, in two different classifications—staff and nonunion craft—which have different matching programs.

Administration and communication can be complicated because participants are spread over the various job sites, says Sandy Otto, assistant benefits manager with Kiewit, on staff for 26 years. “Our employees are moving all the time, and they don’t have the luxury of having a laptop easily available.”

Client Service Manager Karen Coito, Managing Director Jon Joss and Client Service Administrator Adam Witte started working with Kiewit in 2019.

“They really have done their homework and understand our employees and the hardships they may endure in their work environment. They demonstrate determination, drive, innovation and commitment on a daily basis,” Otto says.

The team set up plan messaging and education through emails and printed copy, in-person and on Teams. It also made sure the Fidelity call center offered bilingual support, as Kiewit has a large Spanish-speaking workforce, and that the provider made the password-protected website available so employees, plus their spouse or domestic partner, could access plan information outside of the company’s firewalls, from anywhere.

“[Workers] could be building oil tankers, or cities’ infrastructures, bridges, …,” says Coito. “We want their point of view of what’s going to be the easiest for them.”

Otto has regular partnership calls with the Fidelity team, and each member brings special expertise. “Karen is hands-on, and if she doesn’t know the answer, she’ll get me connected with the right party. Jon, even at his senior vice president level, doesn’t miss our partnership meetings, even when he is on vacation. Adam is my day-to-day person, especially when you go through an audit. He’s been instrumental in being able to provide me with accurate and timely data,” Otto says.

Kimberly Lankford

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