Steve Holman is Retirement Clearinghouse’s Senior Vice President of Portability Services Network (PSN) Strategy and Development. In this role, Steve is responsible for managing relationships with PSN member recordkeepers and coordinating activity across those organizations to advance PSN Auto Portability adoption among plan sponsors and increase transaction volume.

Prior to joining Retirement Clearinghouse, Steve held a variety of roles during his tenure at Vanguard, including Principal and Head of IIG Distribution Enablement, a group focused on enhancing productivity, impact, and consistency among Vanguard’s institutional client-facing teams. Steve was also head of Vanguard’s Client Success Program Office, which managed the implementation of strategic changes to the firm’s retirement business. In addition, he was in charge of Vanguard Retirement Plan Access™, a comprehensive suite of retirement plan services for defined contribution plans with under $20 million. As part of his commitment to Vanguard’s community service and inclusion efforts, Steve co-led the Vanguard Black Professional Network for five years.

Steve graduated from Georgetown University with a BA in English and earned his MBA in finance from The Wharton School of the University of Pennsylvania. He also competed as a member of the U.S. Track and Field Team in the 1,500-meter event at the 1992 Summer Olympic Games in Barcelona.

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