Brief Case
Pension Resource

AI research assistant

Ask about the Internal Revenue Code, ERISA, retirement plan regulations, IRS/DOL/PBGC guidance, PLRs and court rulings. The assistant searches this library, reads the provisions, and links every answer to its sources.

The AI research assistant requires a free sign-in. Sign in or create a free account.
What it can do
  • Answer questions with pinpoint links, e.g. “When must a 5% owner begin required minimum distributions?”
  • Explain what changed in a section between two dates, with a link to the redline.
  • Find the guidance, PLRs and Tax Court/federal court rulings that apply a provision.
  • Flag superseded or modified guidance and proposed rules.
Searching, reading, printing and linking the library stays free and open. Signing in adds the assistant, alerts, compare, notes and bookmarks.