McCloud & Associates, Inc., formerly McCloud & Nichols, Inc. is an independent, third party administration (TPA) firm located in the Kansas City, Missouri metropolitan area. With a well-rounded base of knowledge regarding the laws and regulations applicable to qualified and public retirement plans, we provide annual actuarial and administration services for the sponsors of such plans. We can also provide plan design options that will provide the best retirement plan solutions for a plan sponsor.
The principals of McCloud & Associates, Inc. are K. Dale McCloud, Traci M. Christian, and Clint A. Blankenship. Combined, they bring more than 75 years of experience in customized plan design and administration for qualified retirement plans to our clients. Previously, all three were principals of McCloud & Nichols, Inc. founded in 2003.
At McCloud & Associates, Inc. our clients are our first priority. We understand you rely on us to handle the actuarial and administration needs of your retirement plan in a timely, accurate, and affordable manner. We serve clients nationwide, from self-employed individuals to mid-sized businesses and large municipalities. At McCloud & Associates, Inc., we provide you with large firm expertise and small firm personal service.
Congratulations to Julie Sharkey and Debbie Messer! Julie and Debbie both recently passed Retirement Plan Academy: Basics of Defined Benefit Plans (DB) Exam on November 20, 2017. Both are working toward the Qualified Pension Administrator (QPA) designation through ASPPA. Both currently hold the Qualified 401k Administrator (QKA) designation.