Seek ongoing insights from Fidelity and Vanguard
Gain continuous insights on emerging retirement plan features and fees — automated analysis without tedious manual reviews
What retirement plan sources do we read?
Our monitoring solution aggregates structured data from 12 key sources, including sec.gov, dol.gov, and irs.gov, focusing on emerging defined contribution plan features, fee structures, and regulatory interpretations. By analyzing SEC 10-K filings, DOL guidelines, and IRS regulations, we ensure you receive comprehensive insights into the latest developments in retirement plans. Each source contributes valuable information on PlanFeature, FeeDisclosure, and RegulatoryNote, enabling you to stay ahead in a rapidly changing landscape.
What retirement plan data does it find?
The normalized dataset includes critical columns such as id, Source, DocumentType, PlanFeature, FeeDisclosure, RegulatoryNote, EffectiveDate, LastUpdated, and Status. This structured data allows for easy tracking and analysis of defined contribution plans and their evolving features. With this level of detail, you can quickly identify trends and make informed decisions based on accurate, up-to-date information.
Alerts and delivery.
Changes land where your team already works — the same morning they appear.
When do we get retirement plan alerts?
Stay informed with our enabled alert rules that notify you of any significant changes in regulatory guidelines or competitor features. You will receive timely updates via your preferred channels, ensuring you never miss important information. Our system is designed to keep you ahead of the curve in the dynamic retirement plan landscape.
View alert setup →Where does retirement plan data go?
Our monitoring solution seamlessly integrates with various platforms, including API, Email, Power BI, and Webhooks, allowing you to leverage the data in your existing workflows. With these integrations, you can easily export insights and collaborate with your team to make data-driven decisions. This flexibility enhances your ability to respond to changes in the retirement plan environment effectively.
Frequently asked questions
Is Jsonify just a web scraping tool?
How often is the data updated?
What sources are covered for this use case?
Where does the extracted data go?
Can I customize which data fields are extracted?
Ready to monitor this data?
Set up your own monitoring pipeline in minutes. No code required.