The Impact of Artificial Intelligence/Large Language Models on Retirement Professionals and Retirees – Request for Proposals – Fourth Round
Grant supports research on how AI and large language models affect retirement professionals, retirees, and actuarial practice to improve public financial security.
Funder: Society of Actuaries
Due Dates: June 15, 2026 (Notification of Intent) | July 1, 2026 (Full Proposal)
Funding Amounts: Typical project funding: $25,000–$50,000 per project; literature reviews $15,000–$20,000; survey projects $28,000–$55,000.
Summary: Supports research on the impacts of AI and large language models on retirement professionals and retirees, aiming to inform actuarial practice and public financial security.
Description
This grant opportunity, issued by the Society of Actuaries (SOA) Research Institute’s Aging and Retirement program, seeks research proposals exploring the broad impacts of artificial intelligence (AI) and large language models (LLMs) on retirement professionals (such as actuaries, financial planners, and advisors), retirees, and those planning for retirement. The initiative aims to generate resources and insights that examine current and future considerations, risks, opportunities, and challenges associated with these technologies in retirement-related contexts. Research should inform best practices, highlight emerging issues, and guide future inquiry, with a focus on advancing actuarial practice and enhancing public financial security.
