Rose Street Advisors is honored to be recognized once again by the National Association of Plan Advisors (NAPA) as one of the nation’s Top Defined Contribution (DC) Advisor Teams. This marks our fourth consecutive year receiving this distinction, an achievement that reflects our continued commitment to delivering exceptional retirement plan guidance to employers and their employees.
Among the 373 teams recognized nationwide, only 21 are located in Michigan, and we are the only firm in Kalamazoo to earn a place on this year’s list. For us, this recognition is more than a milestone; it is a meaningful affirmation of the work we do every day to support organizations, strengthen retirement outcomes, and serve as a trusted partner to leadership teams and plan participants alike.
A Team Built on Purpose and Partnership
Our retirement plan advisory team, led by Scott Higgins, AIF®, CFP®, CPFA®, NSSA®, Financial Advisor, and supported by Julia Sanders, AIF®, CPFA®, Retirement Relationship Manager, brings a disciplined, service‑driven approach to every plan we support. Their work spans fiduciary guidance, plan design consultation, investment due diligence, and participant education, all delivered with a focus on clarity, responsiveness, and long‑term impact.
Within our firm, we often return to a guiding principle that shapes our culture and our client experience:
“What we do and how we do it matters.”
This mindset influences how we prepare for meetings, how we communicate complex topics, and how we support organizations navigating the evolving retirement landscape. It’s a reminder that technical expertise is essential, but the way we show up for clients is equally important.
Recognition That Reflects Real-World Impact
NAPA’s Top DC Advisor Teams list highlights firms with at least $100 million in defined contribution assets under advisement and recognizes teams that demonstrate leadership, consistency, and meaningful contributions to the private retirement system. Unlike broader industry rankings, this list focuses on the work of individual teams within a single physical location—making it a direct reflection of the service we provide to employers and participants in our region.
We are grateful for the trust our clients place in us and remain committed to helping organizations build stronger, more confident retirement futures for their employees.
2026 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2026 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 372 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for the most recent award information.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine waht is appropriate for you, please contact me directly or consult another qualified professional
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. #5364245