Actuarial Consulting in Exeter, NH
Specialized actuarial design for high-income business owners and "hired gun" support for TPA firms. Turn complex regulations into your competitive advantage.
Estimate Your Potential
Owner Age
Defined Benefit
$200,000
401(k) + PS
$69,000
Total Contribution
$269,000
Est. Tax Savings
$107,600
Assumes 40% combined tax rate
Trusted Actuarial Partners Nationwide
Double-Fold Expertise
Bridging the gap between complex actuarial science and practical retirement solutions.
Why High-Net-Worth Owners Choose Kongruent
Retirement planning isn't just about saving; it's about strategic wealth preservation. We specialize in the most powerful tax-saving vehicle available to business owners today.
Precision Engineering
Our actuarial models are built for maximum contribution within strict legal limits.
Seamless Integration
We coordinate with your CPAs and Financial Advisors for a unified strategy.
Nationwide Expertise
Licensed and experienced in handling complex plans across all 50 states.
"Kongruent unlocked tax savings we didn't know were possible."
— Tech Founder, California
What Our Clients Say
Hear from business owners and TPAs who have partnered with Kongruent.
Kongruent helped us design a Cash Balance plan that saved our medical practice over $150,000 in taxes the first year.
As a TPA, partnering with Kongruent as our 'hired gun' actuary has been seamless. Their Schedule SB prep is flawless.
The combo 401(k) and Cash Balance strategy they engineered allowed me to accelerate my retirement timeline by 5 years.
Success Stories
Real-world examples of how our actuarial engineering builds wealth.
Medical Practice
Integrated Tax Savings
A 4-partner practice maximized retirement savings while significantly reducing their annual tax burden.
TPA Partner
Actuarial Efficiency
Outsourced complex actuarial valuations, allowing the TPA firm to focus on client growth and relationships.
Solo Consultant
Solo Cash Balance
High-income consultant utilized a solo plan to catch up on retirement savings and lower their tax bracket.