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Manager, Document Team


in Remote / Louisville KY

Logo for Definiti

Definiti has become a national leader in retirement services through the acquisition and integration of successful regional retirement services providers. Our specialists serve organizations of all types with best-in-class retirement plan expertise, actuarial consulting, and pension outsourcing. 

This Manager is responsible for the Document Team, which includes 5-7 employees responsible for around 7,000 plan documents for defined contribution, defined benefit, 403(b) and nonqualified plans. Also responsible for the management of the Document Team processes, procedures, and activity.

Primary Duties and Responsibilities

  • Manage process of new and restatement plan document preparation
  • Manage special document projects, such as annual notice and interim amendment preparation and distribution
  • Complete quality control review of amendments, new business and restatement documents
  • Effectively communicate with clients and internal teams, as needed, to clarify processes, deadlines and expectations
  • Proactively manage Document Team workflow and processes and procedures to ensure completion of tasks within internal and external deadlines
  • Mentor and train Document Team members and special project teams on document work
  • Work with new TPA acquisitions to incorporate their plan documents into the Definiti system
  • Attend training classes to grow knowledge and remain current with regulations and IRS guidance


  • Bachelors Degree required
  • Minimum of 7 years in the retirement plan industry preferred
  • Prior experience leading a team
  • Experience with reading and understanding plan documents from various vendors is required 
  • Experience with ASC DGEM and  CATTS preferred
  • Must possess ability to work in fast-paced, ever-changing work environment, strong organizational skills, attention to detail and follow-through on commitments and responsibilities
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Office (Excel, Word, Outlook) and ability to learn different software platforms and applications

How to Apply

Apply Now

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