TE/GE Employee Plans AI Assistor RFI

The Internal Revenue Service’s Tax Exempt and Government Entities division, under the Employee Plans section, is conducting market research through a Request for Information (RFI) to identify commercially available and emerging Artificial Intelligence solutions capable of enhancing retirement plan compliance operations. The goal is to find AI systems that can securely ingest and analyze both structured and unstructured retirement plan data, interpret complex provisions of the Internal Revenue Code including Sections 401(a), 403(b), and 457, perform compliance calculations such as discrimination testing and vesting determinations, generate audit-ready reports and workpapers, conduct scenario modeling, and integrate with existing enterprise systems like PegaSystems and Salesforce. The AI solution must deliver explainable, transparent, and governed outputs that are traceable to statutory and regulatory sources, ensure full compliance with federal data security standards including FedRAMP, FISMA, and NIST SP 800-53, protect Federal Tax Information appropriately, meet Section 508 accessibility requirements, and support human-in-the-loop review workflows. All submissions are limited to 16 pages total, including a one-page cover sheet, and must be submitted electronically in Microsoft Word or PDF format by 12:00 p.m. Eastern Time on July 7, 2026, to designated IRS email addresses. Responses are strictly for market research under FAR Part 10 and FAR 15.201 and do not constitute a solicitation, nor will the government compensate respondents for costs incurred. The RFI does not include funding, award decisions, or contract clauses, and any submitted materials become the property of the U.S. Government. Vendors must include their Unique Entity Identifier and self-identify their business size and socioeconomic status on the cover page. The system must be capable of automatically updating to reflect new IRS guidance, revenue procedures, and regulatory changes, and must support deployment across cloud, hybrid, or on-premises environments governed by federal infrastructure controls. All AI outputs must be auditable, with clear rationales linked to the underlying legal and factual basis, and must include robust mechanisms to detect and mitigate algorithmic bias. Integration with Pega and Salesforce is mandatory, and scalability to support enterprise-wide use by IRS personnel is a key consideration. The place of performance for any future contract would be Lanham, Maryland, though responses are submitted electronically to the IRS office in Washington, DC. No formal evaluation criteria, weights, or award basis are defined at this stage, as this activity serves only