Matt Grabeel CPA, QKA

Matt founded Tennessee Pension Administrators in 1998 after practicing as a Certified Public Accountant (CPA) and a retirement plan consultant for 14 years. He now has over 35 years of experience in consulting, retirement plan design and administration, sales and marketing, and general business management. Matt continues to maintain an active CPA license as well as a Qualified 401(k) Administrator (QKA) professional designation. He is active in the daily operations of the business and focuses primarily on consulting and client service. Matt enjoys outdoor activities, especially golf, hiking, and gardening. He is active with his family and friends and stays busy with five grandchildren.

Sheila Young, QKA

Sheila is a Partner and Plan Consultant for Tennessee Pension Administrators and has 30+ years experience in the industry. She acts as a Technical resource for Plan Sponsors, Staff, Advisors, and Auditors and helps support new business development. She leads the firm with obtaining goals and assist in the implementation of processes and procedures necessary for success. Her main focus is administration processes, documentation, compliance testing, contribution calculations and annual filing preparation. She is responsible for managing the entire plan-level process to ensure plan design and operations meets regulatory compliance standards and deadlines. Sheila is also responsible for implementing strategic goals to ensure effectiveness and provides administrative support to clients. She is an active member of ASPPA and is a graduate of East Tennessee State University with a Bachelor of Science degree in Education. Sheila enjoys spending time with her family, especially her granddaughter, time with friends, and many outdoor activities. 

Daniel McWhirter

Daniel is a partner and Plan Consultant at Tennessee Pension Administrators. He is nearing 20 years of experience in retirement plan administration. Daniel works with annual reporting, plan design, consulting and compliance. Daniel assists in maintaining relationships with retirement plan advisors to provide support in client retention and new business development. Internally, he works with the team at TPA to develop procedures and efficiencies to best service clients and their needs. Daniel graduated from the University of Tennessee and also spent a year teaching high school. He enjoys time with family, friends, playing golf, fly-fishing, and is an avid sports fan.

Tyler Smith

Tyler joined Tennessee Pension Administrators in 2011 after graduating with Summa Cum Laude honors and a bachelor’s degree in Business Administration from Strayer University. He has transitioned over the years into many different roles and responsibilities at Tennessee Pension Administrators. In 2023, Tyler endorsed his commitment to TPA and became a Partner within the firm. Tyler and his wife Miriam, who is a Registered Nurse, reside in Karns with their daughter Della Jane. The entire family enjoys camping, rooting on the Vols and the Atlanta Braves.

David King, QKA

David grew up in West Knoxville with outdoors and sports being important parts of his life. He attended Farragut High School and played baseball for the Admirals. He received his bachelor's degree in mathematics, with a minor in engineering and economics from Tennessee Tech University. David obtained a part-time job with a Knoxville based TPA firm that quickly turned into a full-time job. He enjoyed the workings of retirement plans so much that he wanted to deepen his understanding of plan design, testing, and operations so he became of member of ASPPA, ultimately obtaining his QKA certification. David lives in South Knoxville close to IJAMS and Bakers Creek, which he utilizes as much as possible with his wife Shauna, and son Nathaniel. The couple has a German Shepard dog named Oliver and a cat named Storm. 

Cody Grabeel

Cody is Client Service Representative at TPA and handles all distribution related inquiries. He attended Christian Academy of Knoxville and has his Associate's Degree in Marketing from Pellissippi State Community College. Although new to TPA, he is steadily learning all aspects of retirement plans and client relations. He spends most of his available time with his wife, Kelsey, who works as a Consumer Health Librarian at the University of Tennessee Knoxville Medical Center. Both he and his wife "bleed" orange: and have been season-ticket holders at Neyland Stadium for five years. 

Kristi Cupp

Kristi is a Client Service Coordinator and has been working in the retirement plan business for 25 years. She provides support to the administrators, helps with plan documents, and daily office administration. She graduated from Pellissippi State Community College with an Associate's Degree in Office Systems Technology and Management. Kristi enjoys spending time with her family, friends, and attending her three sons sporting events. 

Ethan Marks

Ethan is a recent graduated from the University of Tennessee, where he obtained a bachelor’s degree in economics with a minor in sustainability. You can find Ethan and his wife in any of Knoxville’s many dog parks with their white German shepherd, Luna. Ethan enjoys running, and trail running along with most other forms of exercise.

Jessica Parks

Jessica has 20 years of service in the military. She has been involved in projects that required attention to detail during that time. The military taught her the importance of being adaptable to a variety of environments. She loves to help others and has learned valuable skills along the way. She is a mother of two girls, a dog mom as well as a dog Memere’. She moved to Tennessee in 2006 from Vermont.

Kyle Meuser, QKA

Kyle is a Compliance Consultant and has 10 years of experience in the retirement plan industry. He graduated from Illinois State University with a bachelor’s degree in business administration and a minor in Accounting and is an active member of ASPPA, maintaining a QKA designation. Kyle resides in Rock Island, IL with his partner and enjoys spending time with friends and doing any and all things outdoors with their dog, Tony.

Chad carleton, QPA, QKC, QKA

Chad is a Plan Consultant at TPA with 10+ years of experience in the retirement industry. He specializes in all areas of retirement plan administration, with a concentration in the annual nondiscrimination testing, government form filings, and contribution calculations. He currently has his QPA, QKC, and QKA from the American Society of Pension Professionals & Actuaries (ASPPA) and is working on obtaining his credentials to be a Certified Public Accountant (CPA). Chad is a recipient of the Penchecks Trust ASPPA Scholarship in 2021 and 2016.

Chad moved to Knoxville from Rock Island, Illinois, part of the Quad City metro area in the Northwestern part of the state. Chad attended Western Illinois University pursuing a bachelor’s degree in accountancy. In his spare time, you can find Chad reading a book, trying a new recipe, or walking the Greenways with his dog, Cooper.

Greg Mcmurry

Greg is the Chief Operating Officer of Tennessee Pension Administrators . He began working with the company in 2017 and is responsible for marketing, financials, and operations. Greg is a graduate of the University of Tennessee with a BS in Marketing and a minor in Psychology. He has over thirty-five years experience in operations, marketing, and brand management.

Greg has been involved in a variety of recreation programs throughout the community and has been an active part of the development of girls basketball in the East Tennessee area. Greg was co-founder and served on the board of the Tennessee Fury AAU basketball program. Greg serves on the board of the Willayne Towe Foundation, which supports small local charities that serve children.