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McCloud & Associates – Qualified Plan Consulting and Administration

Qualified Plan Consulting and Administration

http://www.mccloudandassociatesinc.com/

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CONTACTS AT MCCLOUDANDASSOCIATESINC.COM

Traci Christian

205 W ●●●●●●Street

Li●●ty , Kansas, 64068

United States

816●●●838
tr●●●@dbdcplans.com

View this contact

Traci Christian

205 W ●●●●●●Street

Li●●ty , Kansas, 64068

United States

816●●●838
tr●●●@dbdcplans.com

View this contact

Traci Christian

205 W ●●●●●●Street

Li●●ty , Kansas, 64068

United States

816●●●838
tr●●●@dbdcplans.com

View this contact

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Qualified Plan Consulting and Administration
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5 defined benefit plans
6 cash balance plans
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McCloud & Associates – Qualified Plan Consulting and Administration | mccloudandassociatesinc.com Reviews

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1

Knowledge – McCloud & Associates

http://mccloudandassociatesinc.com/knowledge

Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. Rest assured, when you’re teamed with McCloud & Associates, Inc., you have a professional resource to stay abreast of legislative changes and deconstruct the complex issues surrounding retirement plans. 200 W Mill Street, Liberty, MO 64068. Phone 816.792.3838. Fax 816.792.8350. View Larger Map ).

2

Combination Plans FAQ – McCloud & Associates

http://mccloudandassociatesinc.com/combination-plans-faq

Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. Q What is the highest contribution I can contribute to a cash balance plan? Q Can I have a cash balance plan with a 401(k) plan? Q What is plan compensation? A For 2009, plan compensation is limited to $245,000. This amount is typically W-2 income. For sole proprietors, plan compensation is ...A All...

3

Principals – McCloud & Associates

http://mccloudandassociatesinc.com/principals

Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. K Dale McCloud, JD, CPC. Traci M. Christian, EA, MAAA, FCA, MSPA. Clint A. Blankenship, EA, MAAA, MSPA. 200 W Mill Street, Liberty, MO 64068. Phone 816.792.3838. Fax 816.792.8350. View Larger Map ). What plan’s right for me? What is your age? What are your retirement contribution goals?

4

Combination – McCloud & Associates

http://mccloudandassociatesinc.com/combination

Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. There are some key points to consider when adopting a cash balance/401(k) combination plan design:. 3 Cash balance plans can be designed with higher contribution formulas for certain employee groups, at rates greater than allowed by a 401(k) plan alone. Cash balance plan contributions could be a...

5

Blog – McCloud & Associates

http://mccloudandassociatesinc.com/blog

Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. Plan Sponsors: Keep Documentation! Even if you use a third party administrator (TPA) to handle participant transactions, you’re still ultimately responsible for the proper administration of your retirement plan. Make sure you’re keeping up with the record keeping requirements. This Advisor provides ...

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Qualified Plan Consulting and Administration. Traci M. Christian. Clint A. Blankenship. Defined Contribution Plans 401(k). Traditional Defined Benefit Plans. Missouri Public Plan Trustee Continuing Education. Congratulations to Mel Fleeman! Mel recently completed the Retirement Plan Fundamentals (RPF) certification in February 2018. He is currently working toward the Qualified 401(k) Administrator (QKA) designation through ASPPA. 200 W Mill Street, Liberty, MO 64068. Phone 816.792.3838. View Larger Map ).

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