RetireWell helps employers improve workplace retirement plans through fiduciary oversight, investment support, and outsourced administration. Its FiduciaryMaxx platform is designed to help company owners, executives, and plan fiduciaries manage responsibilities and reduce exposure to fiduciary and financial liability. RetireWell can work with any recordkeeper and offers access to a cloud-based recordkeeping platform and a broad selection of nonproprietary investment options.

Services include 3(16) fiduciary and administrative management, 3(38) and 3(21) investment fiduciary services, employee education under 404(c), and plan governance support, training, and documentation under 402(a). RetireWell also provides investment monitoring and reporting, drawing on more than 30,000 options and criteria that assess factors such as fees, performance, management stability, and risk. Its administration services are designed to be fully outsourced, while payroll integrations can automate contributions, elections, and related transactions through direct data feeds where supported.

The company emphasizes lower, capped recordkeeping and administration costs, participant education, and a streamlined digital experience. Employers can request a plan proposal or side-by-side analysis to review potential improvements to their retirement plan.