Expertise

Our office has 16 staff members including 4 actuaries, two of whom are an Associates of the Society of Actuaries, three who are Enrolled Actuaries and all are Members of the American Academy of Actuaries.

Dale McCloudDale McCloud, JD, CPC is the President of McCloud & Associates, Inc. and oversees the overall operation of the company by serving as the head of the management committee.  He also oversees the Plan Document Department of the company and assists in defined contribution administration.  Dale has over 35 years of experience with qualified plans. Phone: 816-792-3838 ext. 223 | Email: dmccloud@mccloudandassociatesinc.com
 
Traci M. Christian, EA, MAAA, FCA, MSPA is a Vice President who oversees the Large Plan Department of the Company and sits on the management committee. As the head of the Large Plan Department, Traci oversees the actuarial valuations for each of the large defined benefit plans.  She is an Enrolled Actuary and signs all Schedule SBs for the large plans.  Traci also serves as a court-appointed Special Fiduciary for a public pension plan and as an expert witness in both the public and private sector.  Traci has over 25 years of defined benefit actuarial experience. Phone: 816-792-3838 ext. 228 | Email: tchristian@mccloudandassociatesinc.com
 
Clint BlankenshipClint Blankenship, EA, MAAA, MSPA is a Vice President who oversees the Small Plan Department of the Company and sits on the management committee.  As the head of the Small Plan Department, Clint oversees the actuarial valuations for defined benefit plans and annual administration reports for defined contribution plans.   He is an Enrolled Actuary and signs all Schedule SBs for the small defined benefit plans.  Clint has over 15 years of qualified plan experience. Phone: 816-792-3838 ext. 230 | Email: cblankenship@mccloudandassociatesinc.com
 
Mike BettisMichael Bettis, ASA, EA, MAAA is a Reviewing Actuary who works primarily in the Small Plan Department. He reviews actuarial valuations for defined benefit and cash balance plans. Michael is an Associate of the Society of Actuaries and an Enrolled Actuary. He has over 20 years of defined benefit actuarial experience. Phone: 816-792-3838 ext. 236 | Email: mbettis@mccloudandassociatesinc.com
 
John NaylorJohn J. Naylor, ASA, MAAA is an actuary primarily in the Large Plan Department. He performs and reviews actuarial valuations and provides consulting support related to defined benefit plans. John has over 26 years of defined benefit plan experience, including 14 years as the in-house actuary and defined benefit plan specialist for a Fortune 100 company. Phone: 816-792-3838 ext. 245 | Email: jnaylor@mccloudandassociatesinc.com
 
Linda Largent, CPC, QPA is the Small Plans Operation Manager for McCloud & Associates, Inc. She has worked with various programs and applications within the retirement plan industry. She has also been involved in working with the IRS on plan audits, and with the Voluntary Correction Program (VCP) regarding retirement plan corrections. Linda has received both the Certified Pension Consultant (CPC), and the Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA), and has over 20 years of qualified plan experience. Phone: 816-792-3838 ext. 248 | Email: llargent@mccloudandassociatesinc.com
 
Julie SharkeyJulie Sharkey, QKA is our New Business Coordinator. She works within our Marketing Department to prepare proposals and consult with potential new clients, walking them through the entire plan implementation process. Julie also works on the transition of client services for clients who currently have a qualified plan. She has over 10 years of experience with qualified plans. Phone: 816-792-3838 ext. 250 | Email: jsharkey@mccloudandassociatesinc.com
 
Debbie MesserDebbie Messer, QKA is a Pension Administrator who works with both small defined benefit (including cash balance plans) and defined contribution plans. Many of Debbie’s plans are owner only type plans that include both a defined benefit and defined contribution plan. Debbie prepares the actuarial valuation and annual administration reports for these plans. She also communicates with the clients regarding the results of these valuations. Debbie has over 25 years of experience with qualified plans. Phone: 816-792-3838 ext. 231 | Email: dmesser @mccloudandassociatesinc.com
 
Jim Carnes, QPA is a Pension Administrator who works with both small defined benefit and defined contribution plans. Many of Jim’s defined benefit plans are cash balance plans that are generally tested with a defined contribution plan. Jim prepares actuarial valuations for defined benefit plans and annual valuations for defined contribution plans.  Other responsibilities include plan consulting regarding all areas of plan administration, including plan design, eligibility, contribution calculations, loan and hardship calculations and compliance testing.  Jim has over 25 years of experience with qualified plans with a large plan recordkeeper in the Kansas City area. Phone: 816-792-3838 ext. 222 | Email: jcarnes@mccloudandassociatesinc.com
 
Mindy MauerMindy Mauer is a Pension Administrator who works with our large defined benefit plans. Mindy prepares benefit calculations, performs data analysis, and is the primary contact for plan sponsor administrative issues. Mindy has eight years experience working with qualified plans. Phone: 816-792-3838 ext. 247 | Email: mmauer@mccloudandassociatesinc.com
 
Mel Fleeman is a Pension Administrator who works with both small defined benefit (including cash balance plans) and defined contribution plans.  Mel prepares the actuarial valuation and annual administration reports for these plans. Mel has over 15 years of experience with qualified plans.  Mel is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 224 | Email: mfleeman@mccloudandassociatesinc.com
 
Troy Miller is a Pension Administrator who works with our large defined benefit plans. Troy prepares benefit calculations, performs data analysis, and is a primary contact for plan sponsor administrative issues. Troy is also a primary contact and liaison for plan participants of specific large plan clients. Phone: 816-792-3838 ext. 237 | Email:tmiller@mccloudandassociatesinc.com
 
Shantaye Paschal is a Junior Plan Administrator who works with small defined benefit and defined contribution plans. Shantaye assists in the preparation of actuarial valuations and annual administration reports for these plans.   Shantaye is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 246 | Email: spaschal@mccloudandassociatesinc.com
 
LouAnn Corley serves as Documents Coordinator within our DocFlow Department. She completes plan amendments and plan documents for new clients. LouAnn also assists with plan terminations and various plan administration tasks. LouAnn is currently pursuing the ASPPA designation of QKA.  Phone: 816-792-3838 ext. 249 | Email: lcorley@mccloudandassociatesinc.com
 
Amy BlankenshipAmy Blankenship is our Office Manager. Amy is responsible for all accounts payable and receivable, oversees payroll and all client invoicing. Amy has over 10 years of bookkeeping and office organizational experience and is a great asset to our company. Phone: 816-792-3838 ext. 231 | Email: ablankenship@mccloudandassociatesinc.com
 
Wanda Waltman serves as our Workflow Coordinator within our DocFlow Department. She assists clients with the collection of data needed to prepare the actuarial valuations for defined benefit plans and the annual valuation reports for the defined contribution plans. Wanda also assists with plan terminations and various plan administration tasks.   Wanda is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 225 | Email: wwaltman@mccloudandassociatesinc.com
 
IMG_0286_edited-1-2Sherry Hoppes is our administrative assistant. She works with our plan administrators processing asset statements and assisting with office management. Phone: 816-792-3838 ext. 290 | Email: shoppes@mccloudandassociatesinc.com Phone: 816-792-3838 ext. 290 | Email: shoppes@mccloudandassociatesinc.com