Featuring:
Shaun Tucker
Director of Practice Management
Jon Wainman
Advisor Practice Management Consultant
Greg Mendoza
Senior Vice President–Wealth Management, UBS
What do the highest growth retirement plan practices do differently?
The defined contribution (DC) market is bigger and more dynamic than ever, with roughly $18 trillion in assets. DC plans will grow another third by 2029,¹ but more than $800 billion leaves these plans each year,² according to Cerulli. For advisors, that's not a sideline. It's where wealth relationships increasingly begin: Nearly one in four clients first met their advisor through a workplace plan, according to the Capital Group DC Advisor Benchmark 2026 study.
In our latest benchmark study, Capital Group surveyed 439 retirement plan advisors to answer one question: What does the top 20% actually do differently?
Join our upcoming webinar featuring practice management and retirement plan consultants Shaun Tucker and Jon Wainman, along with top retirement plan advisor Greg Mendoza, to learn about the repeatable processes that helped top performers grow DC assets 2.4× faster, grow DC revenue nearly 6× faster and convert 3.5× more new wealth clients from plan participants, according to the Capital Group DC Advisor Benchmark 2026 study.
Event date:September 17, 2026
Shaun Tucker is a director of practice management with 26 years of industry experience (as of 12/31/2025). He holds a bachelor’s degree in environmental studies from the University of California, Los Angeles.
Jon Wainman is an advisor practice management consultant with 23 years of industry experience and has been with Capital Group for 14 years (as of 12/31/25). He holds a bachelor’s degree in marketing from Indiana University.
Greg Mendoza has over 30 years of wealth management and consulting experience. He focuses on serving the investment and planning needs of individuals, multigenerational families, companies and nonprofit organizations. A co-founder of Integrated Wealth Management, Greg works closely with individuals seeking to exit and monetize their businesses. He also heads the Group’s Retirement Plan Consulting practice and holds the Chartered Retirement Plans Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations. Greg often presents nationally to groups on best practices, minimizing fiduciary risk, leadership philosophies and team development. An alumnus of Western New England University with honors, Greg and his family reside in West Hartford, Connecticut, where he pursues a plethora of outdoor activities.