News & Events

  • April 2014 - Thomas D. Case received the MDRT "Top of the Table" award.
  • April 2014 - Dennis M. Pearlman receives the 2014 Five Star Managers Award in SWFL
  • April 15th, 2014 - CEFEX is pleased to announce the certification of Case Pearlman Retirement Plan Advisors,LLC of Fort Myers, FL as a Certified Investment Advisor. CEFEX Press Release
  • January 2013 - Case Pearlman is working towards obtaining the CEFEX Certification
  • October 2012 - Gary Fitzer joined Case Pearlman Retirement Plan Advisors, LLC as an Investment Advisor Representative for the Club Managers Association of America, ClubSolutions Retirement Plan  
  • March 2012 - Dennis M. Pearlman was appointed to the General Employees' Pension Plan Board of Trustees for the City of Fort Myers
  • January 2012 - Dennis M. Pearlman received the 2012 Five Star Wealth Managers Award
  • November/December 2011 - Case Pearlman Retirement Plan Advisors, Thomas D. Case and Dennis M. Pearlman featured in: Club Management Magazine
  • September 2011 - Courtnie Smus joined Case Pearlman Retirement Plan Advisors, LLC as an Retirement Plan Analyst & Compliance Associate.
  • April 2011 - Case Pearlman Retirement Plan Advisors recently named Affiliate to Club Managers Association of America as the Preferred Provider of Retirement Plan Advisors
  • April 2011 - Case Pearlman Corporate Benefits becomes newest member of the Greater Fort Myers Chamber of Commerce member
  • October 2010 - Thomas D. Case, featured in: NCA's Fall 2010 Club Director Magazine

Upcoming Events

 

Past News

  • Dennis Pearlman attended the South Region Texas CMAA Lone Star Chapter dinner held at Houston Country Club on Tuesday, March 26, 2013 to discuss 401K programs for your club. The dinner was for education, networking and dinner for CMAA members and non-members who might be interested in joining the Association.
  • Case Pearlman Corporate Benefits hosted a luncheon on Health Insurance Exchanges and Employer Impact on February 7, 2013 at Fiddlesticks Country Club
  • Tom Case & Dennis Pearlman attended CMAA's 86th World Conference February 7-11, 2013 in San Diego, CA. They hosted a booth at the Club Business Expo to talk about the Multiple Employer Plan, Sponsored by CMAA ClubSolutions.
  • Thomas D. Case spoke at CMAA’s 85th World Conference on Club Management February 24-28, 2012 in New Orleans, LA.  The presentation covered fiduciary liability for club retirement plans
  • November 2009, Florida Weekly

Articles

  • Fiduciary Liability for Club Retirement Plans: Answers for Club Leaders
    Surprises can be pleasant when you’re talking about an unexpected birthday party in the clubhouse. But when club managers and directors are surprised that they may be considered fiduciaries in the 401(k) retirement plan offered to their employees, the reaction is decidedly less pleasant. These emotions can turn to dismay and even disbelief when they learn that, in some circumstances, they may be personally liable and have their own assets at risk.