Summary
The Internal Revenue Service (Tax Exempt & Government Entities, Employee Plans) issued an RFI to conduct market research for an Employee Plans Artificial Intelligence (AI) Assistor capable of ingesting and analyzing large volumes of structured and unstructured retirement plan data to support compliance activities. The RFI requests solutions that can evaluate regulatory compliance, execute complex plan calculations (for example discrimination testing and top-heavy determinations), assign compliance risk scores, generate audit reports, and integrate with enterprise platforms such as PegaSystems and Salesforce while meeting federal security and accessibility standards (FedRAMP, FISMA, Section 508). Responses are limited in length (capability statements / responses not to exceed 16 pages); questions were due July 2, 2026, and final submissions are due July 7, 2026 at 12:00 p.m. Eastern Time.