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Use cases › Insurance › Seek ongoing insights from Fidelity and Vanguard
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Seek ongoing insights from Fidelity and Vanguard

Gain continuous insights on emerging retirement plan features and fees — automated analysis without tedious manual reviews

Securities and Exchange Commission
U.S. Department of Labor
Internal Revenue Service
+ more sources
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12

Sources monitored

8+

Data fields extracted

Daily

Update cadence

Data sources

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.

Securities and Exchange Commission U.S. Department of Labor Internal Revenue Service
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What it finds

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.

Source DocumentType PlanFeature FeeDisclosure RegulatoryNote EffectiveDate LastUpdated Status
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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.

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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.

API Email Power BI Webhooks

FAQ

Frequently asked questions

Is Jsonify just a web scraping tool?
No. Jsonify delivers structured market intelligence, not raw HTML. The platform extracts, normalizes, and analyzes public data to produce clean, typed datasets ready for analysis.
How often is the data updated?
Update cadence depends on the monitoring workflow. Most use cases refresh daily or weekly. Alerts can be triggered in near-real-time when significant changes are detected.
What sources are covered for this use case?
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...
Where does the extracted 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 integration...
Can I customize which data fields are extracted?
Yes. Every Jsonify deployment is configured to your specific requirements. You define which signals, fields, and geographies matter, and the pipeline is built around those parameters.
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