Steven Whitman in

Steven Whitman

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Vice President, Retirement Plan Services at USI Consulting Group
📍 Hartford, Connecticut, United States

Steven Whitman is a Vice President at USI Consulting Group with over thirty years of experience in the financial services and retirement industry. He is a subject matter expert in fiduciary oversight and de-risking solutions for retirement plan fiduciaries, consulting directly with C-suite members. He holds a B. S. from Southern Connecticut State University.

While at Prudential Financial, he won the Leadership Performance Award in recognition of retaining $750 million in assets.

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Experience
33 Years
Current Role
Vice President, Retirement Plan Services
Job Level
Senior
Location
Hartford, Connecticut, United States
Personality Overview

How Steven shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Steven cares about

Fiduciary Oversight
His primary professional focus is on mitigating litigious risk and ensuring fiduciary best practices for retirement plan sponsors.
Retirement Plan Design
He frequently posts about improving participant outcomes through plan design, including the effective use of Target Date Funds and Health Savings Accounts (HSAs).
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Career

Work history

7-2025
Vice President, Retirement Plan Services
USI Consulting Group
4-2024 - 2-2025
Senior Principal, Northeast Investment Director
Mercer
4-2017 - 4-2024
Principal, Northeast Investment Director
Mercer
1-2012 - 4-2017
Senior Associate, Investment Consultant
Mercer
4-2002 - 11-2010
VP, Relationship Management
Prudential Financial
In the press

Media appearances

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Education
B.S.
Southern Connecticut State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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