TPSU - The Plan Sponsor University

University of Southern California, Los Angeles, CA - Certified 401(k) Plan Fiduciary Program
2024-08-21 09:00 - 15:00 (America/New_York) | University of Southern California, 3607 Trousdale Parkway, Los Angeles, CA, 90089, United States
Register For This Program

When
Tuesday, June 2, 2026
9:00AM - 3:15PM
(Program begins promptly at 9:30AM)
Location
OSU Portland Center
The Meier & Frank Building
555 SW Morrison Street, Suite 200
Portland, OR 97204
The Pioneer Room
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
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) - Driving/Parking Directions

Agenda
TOPICS:
Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary
Session 2 - Regulation, Litigation, Legislation: What You Need to Know About What’s Going On

Download PDF

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).

REGISTER FOR THIS PROGRAM

Driving and Parking Directions

Download Driving and Parking Directions

California State University San Marcos, San Marcos, CA - Certified 401(k) Plan Fiduciary Program
2024-08-27 09:00 - 15:00 (America/New_York) | California State University San Marcos, 333 S. Twin Oaks Valley Rd., San Marcos, CA, 92069, United States

Virginia Tech, Arlington, VA – Certified 401(k) Plan Fiduciary Program
2024-09-18 08:30 - 14:30, 2025-03-18 08:30 - 14:30 (America/New_York) | Virginia Tech, 900 N Glebe Rd, Arlington, VA, 22203, United States

Fordham University School of Law, New York, NY - Certified 401(k) Plan Fiduciary Program
2024-09-18 09:00 - 15:00, 2025-03-20 09:00 - 15:00 (America/New_York) | Fordham Law School, 150 West 62nd Street, New York, NY, 10023, United States

Marquette University, Milwaukee, WI - Certified 401(k) Plan Fiduciary Program
2024-09-19 08:00 - 14:00 (America/New_York) | Marquette University, Alumni Memorial Union 1442 W. Wisconsin Avenue, Milwaukee, WI, 53233

University of Chicago, Chicago, IL - Certified 401(k) Plan Fiduciary Program
2024-09-24 08:30 - 14:30 (America/New_York) | University of Chicago, Gleacher Center, 450 North Cityfront Plaza Dr, Chicago, IL, 60611, United States

Florida Atlantic University - Certified 401(k) Plan Fiduciary Program
2024-09-25 08:00 - 14:00 (America/New_York) | Florida Atlantic University, 777 Glades Rd, Boca Raton, FL, 33431, United States

University of North Florida, Jacksonville, FL - Certified 401(k) Plan Fiduciary Program
2024-10-02 08:00 - 14:00 (America/New_York) | Univeristy of North Florida, 12000 Alumni Drive, Jacksonville, FL, 32224, United States

Drake University, Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2024-10-03 08:00 - 14:00 (America/New_York) | Drake University, 2875 University Ave, Des Moines, IA, 50311, United States

Arizona State University, Tempe, AZ - Certified 401(k) Plan Fiduciary Program
2024-10-16 08:30 - 14:30 (America/New_York) | Arizona State University, 401 N 1st Street, Phoenix, AZ, 85004, United States

Endicott College - Wylie Inn and Conference Center, Beverly, MA - Certified 401(k) Plan Fiduciary Program
2024-10-17 08:00 - 14:00 (America/New_York) | Endicott College – Wylie Inn and Conference Center, 295 Hale Street, Beverly, MA, 01915, United States

Butler University, Indianapolis, IN - Certified 401(k) Plan Fiduciary Program
2024-10-22 08:00 - 14:00 (America/New_York) | Butler University, 704 W Hampton Dr., Indianapolis, IN, 46208, United States

Rice University, Houston, TX - Certified 401(k) Plan Fiduciary Program
2024-10-24 08:00 - 14:00 (America/New_York) | Rice University, 6100 Main St., Houston, TX, 77005, United States

University of Maryland, College Park, MD - Certified 401(k) Plan Fiduciary Program
2024-10-29 08:30 - 14:30 (America/New_York) | University of Maryland, 7801 Alumni Dr, College Park, MD, 20742, United States

Fairfield University - Certified 401(k) Plan Fiduciary Program (Program Has Been Postponed to 2025)
2024-10-30 08:00 - 14:00 (America/New_York) | Fairfield University, 1073 North Benson Road, Fairfield, CT, 06824, United States

Virtual - Charleston, SC - Certified 401(k) Plan Fiduciary Program
2024-11-07 08:30 - 12:00 (America/New_York) | OR

Smith and Howard Advisory, LLC - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2024-11-13 08:30 - 14:30 (America/New_York) | Private: Smith and Howard Advisory, LLC, 271 17th Street NW, Atlanta, 30363, United States

DeSales University, Center Valley, PA - Certified 401(k) Plan Fiduciary Program
2024-11-19 08:00 - 14:00 (America/New_York) | DeSales University, 2755 Station Avenue, Center Valley, PA, 18034, United States

Sacramento State University, Sacramento, CA - Certified 401(k) Plan Fiduciary Program
2024-11-20 08:00 - 14:00 (America/New_York) | Sacramento State University, 6000 J St., Sacramento, CA, 95819, United States

Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
2024-12-03 08:00 - 14:00 (America/New_York) | Rollins College, 1000 Holt Ave, Winter Park, FL, 32789, United States

Virtual - Des Moines, IA - Certified 401(k) Plan Fiduciary Program
2025-01-28 08:30 - 12:00 (America/Chicago) | OR

Randolph Macon College, Ashland, VA - Certified 401(k) Plan Fiduciary Program
2025-01-29 08:00 - 14:00 (America/New_York) | Randolph-Macon College, 304 Henry St., Ashland, 23005, United States

University of New Mexico, Albuquerque, NM - Certified 401(k) Plan Fiduciary Program
2025-01-30 08:00 - 14:00 (America/Phoenix) | University of New Mexico, 1 University of New Mexico, Albuquerque, NM, 87131, United States

NOVA Southeastern University, Fort Lauderdale, FL - Certified 401(k) Plan Fiduciary Program
2025-02-26 08:00 - 14:00 (America/New_York) | Nova Southeastern University, 3100 Ray Ferrero Jr. Blvd., Fort Lauderdale, FL, 33314, United States

Quinnipiac University, North Haven, CT - Certified 401(k) Plan Fiduciary Program
2025-03-06 08:00 - 14:00 (America/New_York) | Quinnipiac University, 370 Bassett Rd., North Haven, CT, 06473, United States

Villanova University, Villanova, PA - Certified 401(k) Plan Fiduciary Program
2025-03-11 08:00 - 14:00 (America/New_York) | Villanova University West Campus – Garey Hall, Room 10A, Spring Mill Rd & County Line Rd, Villanova, PA, 19085

Invesco Ltd. Corporate Headquarters - Atlanta, GA - Certified 401(k) Plan Fiduciary Program
2025-03-13 09:00 - 15:00 (America/New_York) | Invesco Ltd. Corporate Headquarters, Midtown Union, 1331 Spring Street, NW, Atlanta, GA, 30309, United States

George W. Bush Presidential Center, Dallas, TX - Certified 401(k) Plan Fiduciary Program
2025-03-27 08:30 - 14:30 (America/New_York) | George W. Bush Presidential Center, 2942 SMU Boulevard, Dallas, TX, 75205, United States
