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McCloud & Associates, Inc. Demonstrates Operational Integrity and Service Provider Excellence

McCloud & Associates, Inc. was founded on principles of accuracy, integrity, and exceptional client service. We are also committed to continual improvement. Our dedication to doing what is best for you, our clients, prompted us to engage CEFEX, the Centre for Fiduciary Excellence, LLC to audit our processes.

We contacted the CEFEX organization and requested an independent analyst provide us with a comprehensive independent review.  The process was rigorous, and their assessment took months to complete. Now, after going through the audit and carefully evaluating our internal procedures, we are proud to share with you that McCloud & Associates, Inc. has attained CEFEX certification.

“The CEFEX-ASPPA certification demonstrates our commitment to business transparency and optimum client service,” said Clint Blankenship, EA, MSEA, MAAA, McCloud’s president. “Current and future clients can be assured of McCloud’s commitment to adhere to a standard of excellence and dedication to Administration best practices.  We are excited for anyone who visits our website to see the CEFEX-ASPPA certification brands.”

We believe the CEFEX-ASPPA certification process has made McCloud a stronger company both inside and out.  Required annual audits direct our staff and leadership to continue striving for excellence to prove our value to clients.   That is why we believe the CEFEX-ASPPA certification process and audit align with our mission.

CEFEX is an independent global assessment and certification organization. They work closely with industry experts to provide comprehensive assessment programs to improve the practices of investment advisors, stewards (retirement plans, foundations, and endowments, etc.), investment managers, and other financial service providers. CEFEX also confers a formal certification for those firms that are willing to undergo a comprehensive audit and able to demonstrate that they fully conform to high standards that are substantiated in law and proven best practices.

Specifically, for our firm, we sought The American Society of Pension Professionals & Actuaries (ASPPA) Certification for Service Provider Excellence.  This certification program was developed to recognize firms providing recordkeeping and/or administration services to retirement plans that adhere to a standard of excellence and a dedication to best practices. The program, which requires an annual certification renewal, encourages a culture of good governance and oversight at certified firms. The certification allows firms to distinguish themselves in a competitive marketplace and establish credibility with current and prospective clients and advisors.

The CEFEX-ASPPA certification offers testament to the fact that we understand the importance of paying close attention to everything from high-level strategies and policies all the way down to the details of our business practices. The CEFEX Mark signifies that our clients can be confident that we are worthy of their trust.

We wanted to share news of the important recognition of our commitment to operational integrity, service provider excellence, and continuous improvement that we have earned.  CEFEX-ASPPA certification is yet another way we tangibly demonstrate that serving our client’s best interests is our highest priority.

For more information about McCloud & Associates, Inc., please contact us at info@ma-tpa.com or 816-792-3838.

 

About McCloud & Associates, Inc. 

 

McCloud & Associates is an independent, third-party administration (TPA) firm located in the Kansas City, Missouri metropolitan area. We serve clients nationwide, from self-employed individuals to mid-sized businesses.  At McCloud & Associates, we provide large firm expertise with the personal service of a small firm. McCloud & Associates and its predecessor companies have been providing pension services for more than 25 years. Our primary business is pension plan consulting, design and administration.

 

About CEFEX®:

 

CEFEX®, Centre for Fiduciary Excellence, LLC, a Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators, and managers. CEFEX is based in Pittsburgh, PA. Learn more at www.cefex.org via Twitter or on LinkedIn.