TE/GE Employee Plans AI Assistor RFI

The Internal Revenue Service’s Tax Exempt and Government Entities (TE/GE), Employee Plans Division, is conducting market research through a Request for Information (RFI) to identify commercially available or emerging Artificial Intelligence solutions capable of enhancing retirement plan compliance activities. The goal is to develop an AI-assisted tool that securely ingests and analyzes structured and unstructured retirement plan data, interprets complex statutory and regulatory requirements including IRC Sections 401(a), 403(b), and 457, performs compliance calculations such as discrimination testing and vesting, and generates audit-ready reports, workpapers, and correction recommendations. The solution must integrate with enterprise systems like PegaSystems and Salesforce, provide explainable and traceable AI outputs linked to legal citations, support human-in-the-loop review workflows, and comply with federal security standards including FedRAMP, FISMA, and NIST SP 800-53. The system must safeguard Federal Tax Information, adhere to Section 508 accessibility requirements, automatically update regulatory knowledge bases, and operate in government-approved cloud, hybrid, or on-premises environments. This RFI, designated as 26-40-APMO and issued under FAR Part 10 and FAR 15.201, is strictly for market research and does not constitute a solicitation, request for proposals, or binding contract. No funding is available at this stage, and respondents bear all costs associated with their submissions. Responses are limited to sixteen pages total, including a 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 the designated IRS email addresses. Vendors must include their Unique Entity Identifier (UEI), business size status, and socioeconomic certifications on the cover page, and must clearly mark any proprietary information. The anticipated place of performance is Lanham, Maryland, with the contracting office located in Washington, DC. All submitted materials will become the property of the U.S. Government, and responses will inform future acquisition planning, the development of an Independent Government Cost Estimate, and the design of any subsequent procurement strategy. Questions regarding the RFI are due by July 2, 2026.