TE/GE Employee Plans AI Assistor RFI

Inactive
Notice ID:26-40-APMO

The IRS is conducting market research to identify AI solutions that can enhance retirement plan compliance, improve operational efficiency, and support decision-making for its Employee Plans division. The government seeks AI tools capable of securely analyzing structured and unstructured data, interpreting plan documents and regulations, performing compliance calculations, and integrating with systems like PegaSystems and Salesforce. This is a Request for Information (RFI) only, not a solicitation, and there is no funding currently associated with this effort. Responses are due by July 7, 2026, and must be submitted electronically to specified IRS contacts. The location for performance of services is not specified.

Department/Ind.Agency Subtier Office
TREASURY, DEPARTMENT OF THE INTERNAL REVENUE SERVICE TAX EXEMPT GOVT ENTITIES
  PSC  
LOCATION: Not Given
Primary Contact
Davida Patton
240-***-7306
Alt Contact
Francesca Contee
Not Given


Data sourced from SAM.gov. View Official Posting »

TE/GE Employee Plans AI Assistor RFI

Notice ID:26-40-APMO

The IRS is seeking information on commercially available or emerging AI solutions to enhance retirement plan compliance activities, operational efficiency, and risk identification for its Tax Exempt and Government Entities division. The AI system must securely analyze structured and unstructured retirement plan data, interpret plan documents and regulations, perform compliance calculations, generate reports, and integrate with enterprise systems like PegaSystems and Salesforce. This is a market research request for information only, with no current funding or solicitation associated. Responses are limited to 16 pages and must be submitted electronically by July 7, 2026, with questions due by July 2, 2026. The location for performance of services is not specified.

Department/Ind.Agency Subtier Office
TREASURY, DEPARTMENT OF THE INTERNAL REVENUE SERVICE TAX EXEMPT GOVT ENTITIES
  PSC   (blank)
LOCATION: Not Given
Primary Contact
Davida Patton
240-***-7306
Alt Contact
Francesca Contee
Not Given


Data sourced from SAM.gov. View Official Posting »