• Case Pearlman Retirement Plan Advisors
    Case Pearlman Retirement Plan Advisors
  • Corporate Benefits
    Corporate Benefits
  • Case Pearlman - Meet Our Team
    Case Pearlman - Meet Our Team

News & Events

News and events that pertain to you, our valued clients! Be sure to check back frequently for the latest news in health care reform, IRS guidelines for HSA accounts, and more!

CEFEX logo
April 15th 2014- Case Pearlman Retirement Plan Advisors has been certified for investment fiduciary services with CEFEX. 

CEFEX (Centre for Fiduciary Excellence) - Annual process involves a detailed assessment of operational data and procedures. Click the following link to view: Press release & Certificate

 

CMAA Logo

Case Pearlman has been named the Registered Investment Advisor to the Club Managers Association of America, ClubSolutions Retirement Plan.

Attention CMAA Club Members: For more information about the CMAA Club Retirement Plan click the following link to view our brochure. The Premier 401k ClubSolution 

View News & Events

Education Center

Case Pearlman keeps you up-to-date with the latest wellness options, legislation changes, and upcoming educational events and seminars. Learn more about managing your retirement account, find helpful documents, and links to your benefits providers!

Retirement Plan Advisors
Fiduciary Liability for Club Retirement Plans:  Answers for Club Leaders     

 

See Education Center

Welcome To Case Pearlman

Case Pearlman, established in 1999, has a vision statement that reads, “We will treat each client, transaction, phone call, indeed every aspect of our business, the way we would want to be treated if the roles were reversed.  We will respect our clients and their businesses…as if it were our own.”

With a dedication to exceptional service and relationships, it is our staff of caring individuals who make Case Pearlman unique.  Look more closely as to how the Case Pearlman “parakletos” methodology (culture) will make the difference to your organization and employees. 

Case Pearlman and Case Life Solutions enables you to cover all of your insurance, retirement, and benefit package needs all in one place!  

Learn More About Us

Case Pearlman, LLC

7780 Cambridge Manor Place, Suite B

Fort Myers, Fl 33907

Toll-Free: 855-482-8002

Ph: 239-482-8002

Fax: 239-482-8243

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