TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary
Oregon State University Portland Center, OR – Certified 401(k) Plan Fiduciary Program
June 2 @ 9:00 am - 3:00 pm
When
Tuesday, June 2, 2026
9:00AM - 3:00PM
(Program begins promptly at 9:30AM)
Location
OSU Portland Center
The Meier & Frank Building
555 SW Morrison Street, Suite 200
Portland, OR 097204
The Pioneer Room
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
Patrick Tschetter
Retirement Plan Consultant
Marsh McLennan Agency
Patrick Tschetter is a seasoned retirement plan specialist with extensive experience in plan design, fiduciary compliance, employee education, and investment oversight. He joined MMA in 2025 with 25+ years in the Financial Services and Investment Management industries, helping clients optimize their retirement plans with strategic insight and a client-focused approach.
Throughout his career, Patrick has held key roles in retirement plan services, brokerage, and employee benefits at a major national firm, as well as previous experience as a fixed-income trader and financial consultant. His deep industry knowledge enables him to navigate complex financial landscapes and provide tailored solutions that meet the evolving needs of his clients.
Originally from the Black Hills of South Dakota, Patrick attended the University of South Dakota before spending 18 years in Minneapolis building his career. Since relocating to the Pacific Northwest in 2014, he has fully embraced the region’s adventurous spirit. A passionate mountaineer, he has successfully summited all the major volcanoes in the PNW, including Baker, Rainier (x3), Adams, St. Helens (X3), Glacier Peak and Hood (x2).
Driving and Parking Directions
