Margarida Correia

Reporter, Defined Contribution Plans

[email protected]

212-210-0124

Margarida Correia is a reporter covering the defined contribution market. Before joining P&I in 2018, she was a reporter with Bank Investment Consultant, On Wall Street and Financial Planning, three SourceMedia publications that focused on wealth management and investment advice.

Ms. Correia holds a master’s degree in business journalism as well as an MBA from the City University of New York’s Baruch College. She also holds a bachelor’s degree in Spanish from Georgetown University.

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Recent Stories
Oklahoma Police targets $50 million for 2 private equity funds
The Retirement Advantage acquires Total Retirement Solutions

Third-party administrator The Retirement Advantage acquired Total Retirement Solutions.
Unum adds managed retirement fund to 401(k) plan, pairs it with withdrawal options

Unum Group added a managed retirement fund to its 401(k) plan and paired it with automatic withdrawal options.

Robyn Credico
Record keepers adapt to needs for expanded financial wellness

Record keepers are branching out into new areas of financial wellness to deepen relationships with plan sponsor clients.
Notepad kept on table in empty conference room
Most plans utilize retirement plan committee – PSCA

Most plan sponsors have at least one retirement plan committee, according to the Plan Sponsor Council of America.
Gen Xers have worse view of retirement prospects than baby boomers or millennials

Gen Xers have the gloomiest outlook about their retirement prospects of any age group, BlackRock found.

Hub International snaps up Epstein Financial Services

Insurance broker Hub International acquired registered investment adviser firm Epstein Financial Services.
Oklahoma Public Employees adds midcap fund to DC plans
Jeanne Thompson
Payback of withdrawals now sponsors’ focus

Record keepers are working with plan sponsors to prompt participants to replenish their savings after taking COVID-related distributions.
Signage is displayed at the entrance to BlackRock headquarters in New York
BlackRock savings initiative expands with 5 new firms

Five new companies join BlackRock's Emergency Savings Initiative aimed at helping struggling Americans build a financial safety net.
Oklahoma Teachers assigns $100 million to real estate
Heather Lavallee
Record keepers roll on despite challenges posed by pandemic

For the 12 months ended Sept. 30, record keepers saw their assets swell to $8.21 trillion, up 9.6%.
Voya to acquire Benefit Strategies as part of push into HSAs

Voya Financial agreed to buy Benefit Strategies, a third-party administrator of health savings accounts.
OneDigital continues buying spree with Future Benefits acquisition

OneDigital Investment Advisors acquired Future Benefits, a retirement plan consulting and wealth management services firm.
Damon Deru
Enhanced tax credit entices more companies to offer 401(k) plans

A more generous tax credit under the SECURE Act is pushing entrepreneurs to offer retirement plans.