Dallas – Fort Worth, Texas
Retirement plans your
people actually
understand.
Retirement plan design and management for DFW employers, plus personal planning for the owners, executives and employees those plans serve.
Who we serve
Two sides of the same work
Most of this practice is built around employer retirement plans. The rest is the personal planning those conversations naturally lead to.
For employers
Retirement plan services
401(k), 403(b), profit sharing and cash balance plans, from design and provider search through enrollment, employee education and ongoing fiduciary oversight.
See the plan servicesFor individuals
Private client planning
Personal financial planning for business owners, executives and families across DFW, coordinated with the retirement plan rather than treated as a separate conversation.
See private client workRetirement plan services
What a plan sponsor gets
Design, oversight and education, handled so the plan works for the company and for the people in it.
Plan Design
401(k), 403(b), profit sharing and cash balance structures matched to what the company is actually trying to do.
Provider Search & Benchmarking
Recordkeeper and TPA selection, with fees and services measured against the market rather than assumed.
Fiduciary Oversight
Investment policy, fund monitoring and documented committee reviews, so decisions hold up to scrutiny.
Employee Education
Enrollment meetings and one-on-one conversations in plain language, because a plan nobody uses is not a benefit.
Implementation & Conversion
Moving from one provider to another without dropping payroll files, loans or participant confidence.
Ongoing Plan Management
A standing review calendar covering participation, deferral rates, fees and plan health year over year.
The process
How a plan engagement runs
Four steps, then a standing review calendar so nothing sits untouched for a year.
01
Discovery
Understand the company, the workforce and what the plan is meant to accomplish.
02
Benchmark
Measure the current plan’s fees, funds and services against comparable plans.
03
Design & Implement
Set the structure, select providers and run the conversion or launch.
04
Educate & Review
Enroll and educate employees, then review the plan on a set schedule.
Private clients
The plan is where it starts,
not where it ends
A 401(k) is one account in a much larger picture. Owners have a business to eventually sell, executives have equity and deferred comp, and employees have questions their statement will never answer. Private client work picks up exactly there.
Business Owners
Coordinating the company plan with personal planning, including what happens when the business is eventually sold.
Executives
Equity compensation, deferred comp and concentrated positions, planned around the tax year rather than after it.
Employees & Families
The individual questions a plan statement cannot answer: rollovers, contribution rates and retirement readiness.
Wyatt Behlen, CRPS®
Advisor & Retirement Plan Specialist
Advisor spotlight
Meet Wyatt
Wyatt helps employers build and manage retirement plans that support long-term financial security for their employees. Since joining WealthPlan Group in 2023, he has focused on guiding plan sponsors through the complexities of plan design, implementation and ongoing management, while also educating employees on their plan and helping them make informed individual retirement decisions.
He holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation and the Series 65 license, bringing a strong technical foundation to his work with employers and plan sponsors. He is a graduate of the University of Kansas. Now based in Dallas, Wyatt brings that same dedication to clients throughout the DFW area, building lasting partnerships rooted in trust, clarity and a shared vision for what retirement can look like.
Dallas – Fort Worth
Start a conversation
Plan review
When did you last benchmark your plan?
If the answer is more than three years ago, or you are not sure, a review is the right place to start. There is no cost for the first conversation.
Request a Plan Review