RFI for AI-enabled Employee Plans Assistor Service

The Internal Revenue Service is seeking information on Artificial Intelligence-enabled employee plans assistor services to securely ingest and analyze structured and unstructured retirement plan data. The agency needs a solution that can normalize and govern this data while analyzing retirement plan documents for compliance with statutory and regulatory requirements. This initiative aims to solve the challenge of efficiently performing retirement plan calculations, testing, and compliance analyses. The scope of work covers compliance risk identification, risk prioritization, and the recommendation of potential corrective actions. The requested solution must generate reports, workpapers, audit support documentation, and management information. Additionally, the agency requires scenario modeling and What-If analysis capabilities for alternative plan provisions, operational corrections, and regulatory interpretations. The system must integrate with existing enterprise platforms and case management systems, specifically PegaSystems and Salesforce. The agency requires secure operations within environments containing sensitive federal tax information and other protected information. To ensure accountability, the solution must provide auditability, transparency, explainability, and governance of all AI-generated outputs. Eligibility is restricted to onshore organizations based in the United States. The agency specifies that the performance of the work will occur offsite. Interested parties must submit their responses digitally via email or through the designated online portal, and the agency is currently looking for proposals to determine budget signals.