The firm's owner is David M. Hembree, QPA, ERPA, who holds a Qualified Pension Administrator professional designation bestowed by the American Society of Pension Professionals and Actuaries ("ASPPA").  This classification means that your pension consultant is a member of ASPPA, a group of approximately 6,000 individuals dedicated to the preservation and enhancement of our nation's private pension system.  As an Enrolled Retirement Plan Agent, Mr. Hembree is enrolled to represent taxpayers before the Internal Revenue Service with regard to retirement plan matters involving Employee Plans Determination Letters (such as IRS Forms 5300, 5307, or 5310); and the Employee Plans Compliance Resolution System ("EPCRS"), including the IRS Self-Correction Program ("SCP") and IRS Voluntary Correction Program ("VCP").

Mr. Hembree created Hembree TPA, Inc. in 2005, after serving 11 years as a shareholder, officer, and director of ERISA compliance at a firm he co-founded in Phoenix, AZ in 1994.  Prior to that, he was employed by an Arizona based pension administration company from 1992 - 1994.   There, he specialized in plan document restatements before the IRS in order to secure compliance for clients under the Tax Reform Act of 1986.  During this time, he also garnered valuable experience in the fields of defined contribution plan administration and client service.

Mr. Hembree now oversees all annual administration duties: Form 5500 preparation for retirement and welfare benefit plans; plan document design, installation, and restatement; trust accounting and valuations; participant vested benefit calculations and distribution compliance; plan terminations; and client representation before the IRS and U.S. DOL.

The QPA appointment and the ERPA credential demonstrate that clients are contracting a serious professional, who has passed a rigorous system of study and examinations, and who participates in ongoing continuing education requirements specific to the tasks for his scope of employment.

In 1990, Mr. Hembree earned a Bachelor of Science in Business Administration degree from the University of Arizona, where he majored in Personnel Management.  Since 1992, he has exclusively devoted his career to pension plan administration and consulting.

David enjoys time with his family, including his wife and twin sons, whom someday he hopes to teach how to golf and play guitar.

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