TOPICS: Session 1 - The Role of The Retirement Plan Advisor
University of Puget Sound, Tacoma, WA – Certified 401(k) Plan Fiduciary Program
October 20 @ 8:00 am - 2:00 pm
When
Tuesday, October 20, 2026
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
University of Puget Sound
Wheelock Student Center
3209 N 15th St,
Tacoma, WA 98406
Rotunda 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
Rich Hultquist
Retirement Plan Consultant
SCS
With over 25 years in qualified retirement plan consulting and investment advisory, I’ve built a career on fiduciary excellence, strategic insight, and strong client advocacy. I help plan sponsors design, optimize, and steward retirement plans that support participant success and align with organizational goals.
Recognized as a leader in the retirement plan industry, I maintain an exceptionally high client retention rate, reflecting my focus on long-term partnerships, proactive service, and results-driven strategies. I work closely with plan committees, HR leaders, CFOs, and executives to strengthen plan governance, ensure fee transparency, perform rigorous investment due diligence, and enhance participant engagement.
I bring:
- Deep expertise in ERISA compliance, fiduciary oversight, and plan design optimization
- A consultative, high-touch approach that builds trust and enduring relationships
- Strong partnerships with recordkeepers, investment managers, and TPAs
- A reputation for integrity, innovation, and measurable results
Whether navigating complex regulations or benchmarking plan features for better outcomes, I’m dedicated to elevating retirement plan consulting and creating meaningful impact for organizations and their employees.
Driving and Parking Directions
