...as if it were our own...

401(K) and
Retirement
Advisory
Services

...as if it were our own...

CMAA
National
401(K) Plan
Advisors

...as if it were our own...

Plan Design
Expertise &
CEFEX
Certification

About Us

Case Pearlman Retirement Plan Advisors, LLC, is an independent, Registered Investment Advisor (RIA), that is registered with the United States Securities & Exchange Commission (SEC) and is CEFEX Certified to serve as a named ERISA Investment Fiduciary for your retirement plan benefit.

…as if it were our own…

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CEFEX

CEFEX certified firms voluntarily undertake annual audits by independent expert analysts to ensure that a “Best Practices” approach is followed.

The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes.

Certification Watch CEFEX Video CEFEX Brochure Industry Best Practices

CMAA

Case Pearlman provides the advisory services and plan design functionality for the Multiple Employer Plan (MEP) offered to Member Managed Clubs of the Club Management Association of America (CMAA). The firm is currently representing 44 Clubs in 16 States. This national program is an effective way to manage a clubs retirement plan benefits while maintaining their club culture and individual plan design. 

CMAA Brochure CMAA Flyer Plan Design Participant Resources

LIFE

We serve our clients as an independent advisor, licensed and certified, to provide various insurance based products. Coverages pertaining to life, long-term care, disability, business overhead, BOLI/COLI and annuities are available from 80+ top rated carriers. Case Life Solutions will analyze your current coverage, recommend enhancements, or design the best protection of your family, assets, and professional business relationships. 

Life Disability & Long Term Care Business Protections

Our Services

Our firm is solely focused on advising our clients on understanding the retirement plan benefit plan designs available to them. We advise 401(k), 403(b), 457 plans and other deferred compensation opportunities that can be customized to fit most any employer.

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