Steven Whitman in

Steven Whitman

Commander · DISC type D
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

Impact-Driven
Candid & Clear
Risk-Taker

They are less concerned about the product and more about its potential impact. They respond better to strong and respectful interactions. They put a lot of effort into ensuring personal success.

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

No media yetWe could not find public media appearances for this person.
Education
B.S.
Southern Connecticut State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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