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
No uptick in hardship withdrawals seen in wake of IRS rule revamp

Most plan sponsors that implemented the IRS' new hardship withdrawal rules have not seen an uptick in hardship withdrawals.
Ascensus snaps up Nyhart in latest deal

Ascensus agreed to buy Nyhart, an employee benefits consultant with more than $20 billion in client assets under administration.

Mike Francis
Plan sponsors jump to meet changes over withdrawals

Plan sponsors are moving quickly to satisfy new IRS regulations that will make it easier for participants to take hardship withdrawals.
Michael Hadley
IRS hardship rules force change to plan documents

Perhaps the only issue caused by the IRS' new hardship withdrawal regulations is that plan sponsors will have to amend their plan documents.
Sway study: 401(k) plan advisers working with fewer asset managers

401(k) plan advisers are working with fewer asset managers to reduce fees and become more efficient.
Ross Bremen
Sponsors change focus to holding on to assets

Plan sponsors are giving retirees flexible withdrawal options in a bid to retain their assets, speakers said at P&I's recent conference.
Training, verification key to keeping DC participants' accounts safe

Phishing training programs are a key weapon plan sponsors and record keepers can use to ensure security of participant retirement accounts.
Nationwide: Small-business owners struggle to communicate 401(k)'s benefits

More than half of small-business owners report having difficulty communicating the benefits of their 401(k) plans with employees.
Target-date funds fuel healthy growth

The popularity of target-date funds fueled the growth of mutual funds assets in defined contribution plans for year ended June 30.
Fort Worth Retirement redeems $34.7 million stake in UBS fund

The Fort Worth Retirement Fund is redeeming its full $34.7 million stake in the UBS Trumbull Property Fund.
Ascensus agrees to buy Goldleaf Partners

Ascensus agreed to buy GoldLeaf Partners, the record keeper's latest move to build out its third-party administrator business nationally.

Mississippi Public Employees shopping for CIO

The Mississippi Public Employees' Retirement System is looking to replace former CIO Lorrie Tingle who retired in June.

AIG Retirement Services selects new head of market management

AIG Retirement Services recruited David Ray from TIAA-CREF to lead the market management team.

Broker-dealers see automation as key to gain business edge

Broker-dealers through their affiliated RIAs are launching 3(38) fiduciary platforms to better serve advisers in the small-plan market.
Insurance brokerage steers future toward consulting business

Hub International is bulking up its retirement and wealth management consulting business as advisory firms succumb to competitive pressure.