Actuarial Science
Perfected.
Kongruent was founded on the principle that retirement planning should be an exact science. We bridge the gap between complex federal regulations and your financial goals.
Regulatory Fortitude
We navigate the complex landscape of IRS and DOL regulations so you don't have to. Compliance is our foundation.
Mathematical Precision
Our actuarial models are engineered for accuracy, ensuring that every dollar contributed is optimized for your benefit.
Strategic Alliance
We don't just work for you; we work with your entire financial team—CPAs, advisors, and TPAs—to ensure synergy.
25+ Years Expertise
Senior Pension Actuary
Meet Jeff Jackson
With over 25 years in the field, I help businesses of all sizes design retirement programs that actually work for them. My job is simple: I use math and strategy to find the most efficient way to fund your future while saving you money today.
I've consulted for everyone from Fortune 500 companies and hospitals to local small businesses. My approach isn't just about the numbers—it's about building a partnership that understands your specific goals.
I believe a great retirement plan should support both your financial bottom line and your team's long-term security.
Specializing in creative plan design and long-term client partnerships.