M3 is proud to announce that our Retirement Plan Services team has once again been recognized as a 2026 Top DC Advisor Team by the American Retirement Association’s National Association of Plan Advisors (NAPA). This national distinction highlights a select group of advisory teams across the country that demonstrate excellence in defined contribution (DC) plan strategy, fiduciary support, and client service.
This marks another year of recognition for M3, reinforcing our ongoing commitment to delivering thoughtful, compliant, and results‑driven retirement solutions for plan sponsors and participants alike.
About the NAPA Top DC Advisor Teams Recognition
The NAPA Top DC Advisor Teams list recognizes retirement plan advisory teams that consistently demonstrate a high level of expertise, professionalism, and impact in the defined contribution marketplace. Teams are evaluated based on a range of factors, including:
- Depth of retirement plan experience
- Commitment to fiduciary best practices
- Team‑based service models
- Contributions to advancing retirement outcomes for plan sponsors and participants
Earning this designation reflects the collective efforts of M3’s Retirement Plan Services professionals and their dedication to helping organizations navigate an increasingly complex retirement landscape.
A Team‑Based Approach to Retirement Plan Excellence
M3’s Retirement Plan Services practice is built around a collaborative, team‑based advisory model led by experienced professionals, including Grant Argall, C(k)P®, Senior Retirement Plan Consultant, Director of Retirement Plan Services, and Partner. Our advisors work closely with plan sponsors to deliver customized strategies that align with organizational goals, fiduciary responsibilities, and employee needs.
Rather than a one‑size‑fits‑all approach, M3 focuses on:
- Supporting plan sponsors in meeting fiduciary obligations
- Enhancing plan design and investment oversight
- Delivering meaningful participant education and engagement
- Leveraging data, benchmarking, and best practices to inform decision‑making
This strategic, consultative approach helps employers strengthen retirement readiness while navigating regulatory requirements and market change.
Delivering Value to Plan Sponsors and Participants
Recognition as a Top DC Advisor Team reflects M3’s commitment to continuously improving outcomes for both plan sponsors and plan participants. By combining technical expertise, thoughtful service delivery, and a deep understanding of employer objectives, our team helps organizations:
- Improve plan governance and oversight
- Drive employee engagement and participation
- Support long‑term financial wellness and retirement success
Learn more about M3 Retirement Plan Services
M3 is honored to be recognized among the 2026 Top DC Advisor Teams and remains focused on helping employers deliver retirement programs that make a meaningful difference in employees’ lives. We thank our clients for their continued trust and our retirement advisory team for their dedication to excellence.
Investment advisory services offered through Global Retirement Partners, LLC, dba M3 Financial, an SEC registered investment advisor. Recognition by NAPA is not indicative of future performance and should not be construed as an endorsement or guarantee of investment results.
