Jsonify | I want to get continuous structured data on emerging defined contribution plan features, fee structures, and regulatory interpretations from global retirement plan regulatory filings and competitor intellectual capital reports.

I want to get continuous structured data on emerging defined contribution plan features, fee structures, and regulatory interpretations from global retirement plan regulatory filings and competitor intellectual capital reports.

Jsonify Configuration Template

Goal I want to get continuous structured data on emergi... Gain continuous insights on emerging retirement plan features and fees — automated analysis without tedious manual reviews

12 website or app sources The Jsonify AI will open these automatically to explore and find your information

sec.gov

dol.gov

irs.gov

retirementplans.fidelity.com +8 more

9 data columns

12 dashboard widgets

4 integrations

1 notification

Data sources are the websites and apps where information will be collected from. These can be changed or expanded at any time. This is turned into data rows.

sec.gov

dol.gov

irs.gov

retirementplans.fidelity.com

vanguard.com

blackrock.com

pwc.com

ey.com

kpmg.com

deloitte.com

wharton.upenn.edu

napa-net.org

Add Source

Sample data preview. This is synthetic test data generated to illustrate the structure. Real data from your sources will be populated during the pilot. This data powers the dashboard widgets.

	id	Source	DocumentType	PlanFeature	FeeDisclosure	RegulatoryNote	EffectiveDate	LastUpdated	Status
	1	sec.gov	SEC 10-K Filing	Automatic enrollment with 4% default deferral, quarterly re-enrollment option	Recordkeeping $23.50/participant/month; Investment expense ratios 0.02%–1.15%	Notes potential DOL safe-harbor reliance; awaiting PBGC guidance	Feb 1, 2026	Feb 3, 2026	Filed
	2	dol.gov	DOL Advisory Bulletin	Model QDIA includes target date + ESG tilt option	Advisory indicates transparency requirement for bundled fees; no numeric mandate	Interprets fiduciary duty to consider ESG if financially material	Feb 2, 2026	Feb 4, 2026	Guidance
	3	irs.gov	Revenue Procedure	Safe harbor matching clarified for part-time employees under new test window	No fee policy change; clarifies nondiscrimination testing treatment	Implements streamlined corrective distribution rules	Feb 3, 2026	Feb 3, 2026	Effective
	4	retirementplans.fidelity.com	Whitepaper	Student loan repayment matching pilot for 401(k) plans	Pilot admin fee waiver first 6 months; normal $18/participant thereafter	Recommends documentation for adverse selection mitigation	Jan 31, 2026	Feb 4, 2026	Published
	5	vanguard.com	Provider Notice	Tiered investment menus with low-cost index core and active satellite options	Core target-date funds 0.03%–0.09%; satellite active funds up to 0.65%	Advises ERISA fiduciary committees to document rationale	Feb 2, 2026	Feb 4, 2026	Active
	6	blackrock.com	Investment Policy Brief	In-plan Roth conversion auto-offer for rollover contributions	No incremental plan-level charge; fund fees apply 0.04%–0.40%	Notes tax counseling requirement for participants	Feb 1, 2026	Feb 3, 2026	Published
	7	pwc.com	Industry Report	Hybrid defined contribution/defined benefits option modeling	Projected admin cost range $30–$55/participant/year depending on scale	Highlights actuarial disclosure and PBGC interface issues	Feb 3, 2026	Feb 4, 2026	Draft
	8	ey.com	Technical Bulletin	Enhanced loan provisions: two simultaneous loans allowed under certain tiers	Loan origination fee up to $50; maintenance $5/month	Requires updated plan amendment language to meet IRS loan rules	Feb 2, 2026	Feb 4, 2026	Advisory
	9	kpmg.com	Client Alert	Fee benchmarking tool integration into committee dashboards	Tool flags funds with expense ratio >0.40% and revenue sharing >0.20%	Encourages documentation for selection and monitoring process	Feb 1, 2026	Feb 3, 2026	Released
	10	deloitte.com	Regulatory Snapshot	Lifetime income product default option pilot (annuity QDIA)	Annuity buy-in pricing indicative 0.75%–1.20% mortality & admin load	Notes potential DOL and state insurance coordination issues	Feb 3, 2026	Feb 4, 2026	Pilot
	11	wharton.upenn.edu	Research Brief	Behavioral nudge: active Roth education increases contributions by 8%	Study used hypothetical fee disclosures; recommends clearer participant statements	Recommends regulators require comparative fee benchmarks	Jan 30, 2026	Feb 2, 2026	Published
	12	napa-net.org	Member Advisory	Model amendment template for emergency savings subaccount	Suggested cap on administrative fees for subaccount at $2/month	Advises testing for ERISA plan-document compliance	Feb 2, 2026	Feb 4, 2026	Adopted
	13	sec.gov	Form 485BPOS Prospectus	Collective investment trust offering as plan default option	CIT management fee 0.10%–0.30%; recordkeeping pass-throughs disclosed	Discloses risk of limited liquidity and valuation policies	Feb 1, 2026	Feb 3, 2026	Filed
	14	dol.gov	FAQ Update	Clarifies eligibility counting for auto-enrollment safe harbor	Requires disclosure of total plan fees in participant notices	Emphasizes fiduciary documentation to demonstrate compliance	Feb 4, 2026	Feb 4, 2026	Updated
	15	irs.gov	Notice	Clarifies maximum permissible in-service withdrawals for specific plans	No fee changes; clarifies tax withholding implications	Provides correction procedures for excess distributions	Feb 3, 2026	Feb 3, 2026	Issued
	16	retirementplans.fidelity.com	Plan Sponsor Guide	Enhanced participant digital advice with managed account overlay	Managed account fee 0.25% AUM + $15/month platform fee option	Recommends documented advisory fiduciary selection process	Feb 2, 2026	Feb 4, 2026	Available
	17	vanguard.com	Whitepaper	Open architecture fund menu with fee-tiered access	Institutional share classes 0.02%–0.20%; retail classes higher	Recommends transition policies to reduce cash drag during conversions	Jan 31, 2026	Feb 3, 2026	Published
	18	blackrock.com	Client Notice	ESG-labeled target-date series introduced as optional lineup	ESG target-date expense ratio 0.08%–0.14%	Advises disclosure of ESG integration methodology per SEC guidance	Feb 2, 2026	Feb 4, 2026	Active
	19	pwc.com	Regulatory Analysis	Cross-border plan portability considerations for multinationals	Projected admin uplift 5%–12% due to compliance	Highlights tax treaty and social security coordination risks	Feb 3, 2026	Feb 4, 2026	Analysis
	20	ey.com	Survey Summary	Adoption rates of student loan matching reached 12% among survey respondents	Average incremental employer cost per participating employee $420/year	Notes potential discrimination testing impacts and suggested mitigants	Feb 1, 2026	Feb 3, 2026	Published
	21	kpmg.com	Practice Note	Model governance checklist for vendor fee disclosure	Recommends itemized fee statements including revenue sharing amounts	Maps checklist to DOL and SEC disclosure expectations	Feb 2, 2026	Feb 4, 2026	Released
	22	deloitte.com	Client Memo	Option to auto-escalate contributions annually up to employer cap	Admin fee impact estimated $0.50/participant/month	Advises participant opt-out tracking for compliance	Feb 1, 2026	Feb 3, 2026	Advised
	23	wharton.upenn.edu	Working Paper	Impact of financial wellness incentives on contribution persistence	Paper models fees as frictional cost of 0.1% reducing returns	Calls for standardized disclosure to test behavioral impacts	Jan 29, 2026	Feb 2, 2026	Preprint
	24	napa-net.org	Policy Brief	Encourages small-plan pooled employer plan adoption	Estimated per-participant fees $20–$35/month depending on pool scale	Discusses recent DOL opinion letters and recommended filings	Feb 3, 2026	Feb 4, 2026	Endorsed
	25	sec.gov	Form S-1 Filing	Dedicated 401(k) stabilization reserve described in prospectus	Plan-level reserve funded by sponsor up to $5M; no participant fee impact disclosed	SEC requests additional disclosure on valuation policies	Feb 2, 2026	Feb 4, 2026	Commented
	26	dol.gov	Compliance Bulletin	Clarifies fiduciary obligations when offering in-plan annuities	Requires disclosure of annuity loadings and third-party compensation	Encourages use of impartial actuary for selection process	Feb 1, 2026	Feb 3, 2026	Published
	27	irs.gov	FAQ Update	Clarifies Roth 401(k) in-plan conversion tax timing	No fee changes; provides withholding guidance	Specifies reporting codes for Form 1099-R and W-2	Feb 4, 2026	Feb 4, 2026	Updated
	28	retirementplans.fidelity.com	Research Note	Auto-portability between recordkeepers for small-balance accounts	Estimated transfer cost $8–$12 per account; annual storage fee $1	Recommends standardized data schemas for compliance	Feb 2, 2026	Feb 4, 2026	Pilot
	29	vanguard.com	Advisor Bulletin	Guidance on fee recapture programs for plan sponsors	Illustrative recapture ranges 0.05%–0.15% of AUM returned to plan	Advises documentation and participant disclosure to avoid conflicts	Feb 1, 2026	Feb 3, 2026	Guidance
Looking for more? Great news − this is just a small sample. Jsonify production workflows process anywhere from tens of thousands to millions of real data rows per run!

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Filing Date	Source	Plan Feature	Fee Structure	Regulatory Notes
2026-01-15	sec.gov	Target Date Funds	0.50% management fee	New guidelines on target date fund suitability.
2026-01-20	dol.gov	Automatic Enrollment	N/A	Clarification on auto-enrollment requirements.
2026-01-25	irs.gov	Roth Contributions	0.25% administrative fee	Updated rules for Roth contributions in 401(k) plans.
2026-01-30	vanguard.com	Lifetime Income Options	1.00% transaction fee	Best practices for offering lifetime income products.
2026-02-01	blackrock.com	Fee Transparency	0.70% average fund expense	New measures for fee disclosure in retirement plans.

Emerging defined contribution plan features are increasingly integrating ESG investment options, reflecting a growing trend among participants seeking socially responsible investment choices.

Recent regulatory interpretations from SEC filings indicate a shift towards greater transparency in fee disclosures, with 70% of plans now providing detailed breakdowns of fees compared to 50% last year.

Competitor reports from Fidelity and Vanguard reveal a significant uptick in the adoption of automatic enrollment features, with an increase of 15% in plans implementing this strategy in the last two years.

Data from the DOL suggests that regulatory compliance costs have risen by 10% annually, prompting many firms to reassess their administrative budgets and resources.

The analysis of recent filings shows that defined contribution plans are increasingly offering personalized retirement advice tools, with 25% of plans now including such features to enhance employee engagement.

Source	Feature	Fee Structure	Regulatory Interpretation	Date
pwc.com	Default Investment Options	0.75% annual fee	Increased fiduciary responsibility	2026-01-15
ey.com	Automatic Enrollment Rates	No fee	Enhanced participant engagement regulations	2026-01-10
kpmg.com	Investment Advice Services	1.00% advisory fee	Clarification on advice standards	2026-01-12
deloitte.com	Plan Design Flexibility	0.50% maintenance fee	New recordkeeping guidelines	2026-01-20
vanguard.com	Withdrawals and Transfers	Variable fees based on plan	Simplification of transfer processes	2026-01-25
blackrock.com	ESG Investment Options	0.85% sustainability fee	Updating ESG compliance requirements	2026-01-30
retirementplans.fidelity.com	Fee Transparency Initiatives	0.60% administrative fee	New transparency disclosures mandated	2026-01-28