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Virtual assistants in retirement plans show wide performance gaps; Fidelity and Voya lead with top AI features.

Market News
27 May 2026
Corporate Insight
View Source
Bullish
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Corporate Insight's report reveals significant differences in virtual assistant performance across eight retirement plan recordkeepers. Fidelity and Voya received top marks for delivering real-time account data, strong natural language processing, and seamless live chat escalation. Most other assistants fall short on these features, often redirecting users instead of providing in-chat data. The report highlights the growing importance of AI-powered support in retirement platforms and urges providers to improve cross-platform availability and direct access to live representatives to enhance user experience.

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