The Impact of Artificial Intelligence/Large Language Models on Retirement Professionals and Retirees
Forecasted
This SOA grant funds research on how AI and large language models are changing retirement professionals' roles and retirees' experiences.
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Funder: Society of Actuaries
Due Dates (Anticipated): June 2027 (Notification of Intent) | July 2027 (Proposal Submission)
Funding Amounts: Typical awards: $25,000–$50,000 per project; literature reviews: $15,000–$20,000; surveys: $28,000–$55,000.
Summary: Supports research on how AI and large language models are transforming retirement planning, with impacts on professionals and retirees.
Description
The Society of Actuaries (SOA) Research Institute’s Aging and Retirement program seeks research proposals to explore the impact of Artificial Intelligence (AI) and large language models on retirement professionals and retirees. The initiative aims to generate a resource that examines how AI tools are influencing the work of actuaries, financial planners, advisors, attorneys, and other retirement professionals, as well as the experiences of retirees and those nearing retirement. Priority topics include changes in investment advice, financial planning, risk exposure, opportunities for improved financial security, and the evolving roles of professionals in light of rapid technological advances. The program encourages research that furthers actuarial practice or addresses public financial security, ultimately benefiting both practitioners and consumers.
