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 has twelve staff members, including two actuaries, both of whom are Enrolled Actuaries and Members of the American Academy of Actuaries. One is also an Associate in the Society of Actuaries. We also have six employees who are credentialed members of the American Society of Pension Professionals and Actuaries. Our staff 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.
We are excited to announce that Julie Sharkey has been promoted to Operations Manager at McCloud & Associates, Inc. (M&A).
This position is an essential part of our management team. Julie will supervise plan administration staff as well as oversee the workflow process for all clients of M&A. Julie is currently pursuing the Certified Pension Consultant designation through ASPPA.