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We strive to provide the highest level of client satisfaction, and handle each request with the utmost importance. We expect to respond to each request we receive within one business day of receipt.

Please note that trades cannot be processed via e-mail for security reasons. If your inquiry requires immediate assistance, please call us at
1-800-821-5129 (8:30 a.m.-6:00 p.m. EST, Mon-Fri).

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For Financial Investoraccs
 

Retirement Planning Overview

Lord Abbett makes it easy for you and your financial advisor to consolidate your assets and manage your retirement income.

 
 
2. Choose Investment Solutions

Domestic Equity


Lord Abbett offers a range of quality domestic equity funds seeking to meet different investment objectives. Our selection of funds spans the capitalization spectrum – from small to large cap.

International


The Lord Abbett family of international funds offers investors access to attractive international opportunities, while seeking to diversify portfolios and meet a range of financial objectives.
 

Asset Allocation


Lord Abbett asset allocation funds are designed to address the investment objectives of many types of investors.

Taxable Fixed Income


Lord Abbett offers a range of taxable bond funds that offer a variety of income-generating strategies to fit different risk profiles.
 
3. Download Forms and Instructions

Work with your financial advisors to complete the writable PDF form, print and send to Lord Abbett by mail, fax, email, or use our FREE FedEx shipping option (only available for financial advisors.)

Questions? Visit our Account FAQs section or contact a service representative at 888-522-2388 (option 3).

 
This information is provided as general information and is not intended to be legal or tax advice. Lord Abbett does not provide legal or tax advice. Please consult your tax advisors concerning your particular tax situation.

Please note that consolidating assets may result in the assessment of transaction, costs, charges, and/or administrative fees.
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