Case Pearlman Retirement Plan Advisors

A successful retirement benefit plan is one of the most important benefits an employer can offer. CPRPA has the ability and flexibility to design the type of retirement plan you need and will continue through the process to provide you and your staff the expertise, choice, and service you deserve.

With our unique approach to your fiduciary responsibility, we provide you with the necessary tools and comprehension of the legalities of your business’ responsibility as a plan sponsor to protect the assets of your employees.

We offer assistance to Group 401(k) Plans, Non-Profit 403(b) and 457(b) Plans.

We are an affiliate with Club Managers Association of America (CMAA) as a preferred provider of Country Club retirement advisory services as well as having a clientele list ranging from law firms, physician offices, developers, engineering firms, and automobile dealerships.  

 Retirement Plan Advisors