Retirement Plan Specialist Cover Letter

by Kimberly Sarmiento

Download our free resume templates. WorkBloom's resume templates all come with matching cover letters.

In this cover letter example, the applicant mentions many of the tasks that she was responsible for in her previous positions. This is a good way to approach writing your cover letter if you are applying for an administrative position where your employer will expect you just to get the work done.

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See the corresponding Retirement Plan Specialist resume sample



(Name of Hiring Manager, Title)
(Name of Company)
(City, State, Zip)


Dear (Mr. or Ms.) (Last Name),

As a Retirement Plan Specialist, I offer a proven track record of achievement in retirement plan selection and implementation, benefits administration, and employee education. I am also skilled in managing other aspects of human resources, including talent acquisition, employee communications, and relationship development.

Having worked in benefits and retirement planning for seven years, I am adept at helping employees evaluate and select plans best suited to meet their financial and long-term needs. Examples of my work include:

  • Addressed customer service requests for information on retirement benefits, 401Ks/401K alternatives, and trades; processed hundreds of inquiries per month.
  • Cultivated strong relationships while providing education on plan provisions, investment options, retirement savings, and overall financial health; exceeded all sales goals while increasing customer retention.
  • Led administration and compliance of the 125 cafeteria plan, self-funded medical, dental, short-/long-term disability, multiple HMOs, PPO networks, flexible spending accounts, and 401k savings plans, including managing monthly billings, invoices, annual audits, and 5500 preparation.
  • Ensured ERISA compliance (SMM, SPD, and SAR) as well as COBRA, HIPAA, and FMLA compliance.

I believe my experience in this field makes me an ideal candidate for your open position of (Job Title). As such, I am attaching my resume for your review and would like to request a personal meeting to discuss your upcoming goals and how I can help you achieve them. I will make myself available at your convenience and look forward to your call. Thank you for your consideration.



Jane Doe