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McCloud & Associates

Qualified Plan Consulting and Administration

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.

Our office currently has twelve staff members, including one actuary who is an Enrolled Actuary and Member of the American Academy of Actuaries and five employees who are credentialed members of the American Society of Pension Professionals and Actuaries. We have two staff members currently pursuing an Enrolled Actuary designation. Our team brings a well-rounded base of experience in pension planning, qualified plan administration and actuarial services to the table.

At McCloud & Associates, 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 strive to make the process of implementing and maintaining a pension plan as easy as possible. The pension professionals at McCloud & Associates provide leadership within the industry and pride themselves in staying abreast of legislative changes that could impact your pension plan.

Exciting News!

Congratulations to LouAnn Corley, Lily Burrow, Patrick Howe, and Courtney Shanks!!!

LouAnn recently passed the Retirement Plan Academy:  QKA-1 Plan Management Exam on December 14, 2020.  Lily, Patrick, and Courtney completed the DB-A Certificate Program on January 26, 2021.  All four are pursuing the Qualified 401k Administrator (QKA) designation through the American Society of Pension Professionals and Actuaries (ASPPA). We are excited for their advancement and proud of their diligent work. Great Job!