Brian Dobbis, QKA, QPA, QPFC, TGPC
Brian Dobbis is responsible for managing Lord Abbett's IRA business. His areas of expertise include: IRAs, 401(k), 403(b), and 457 retirement plans.
Mr. Dobbis joined Lord Abbett in 2002, and held the positions of Retirement Consultant, Retirement Research Associate, and Retirement Analyst. He began his career in the financial services industry in 1997.
Mr. Dobbis is a frequent guest speaker at wealth management conferences throughout the United States.
The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Mr. Dobbis as a Qualified 401(k) Administrator (QKA), a Qualified Plan Administrator (QPA), a Qualified Plan Financial Consultant (QPFC), and a Tax-Exempt & Governmental Plan Consultant (TGPC). He earned a BA in communications from Rowan University, and also is a holder of the Series 6, Series 7, Series 24, Series 63, and Series 65 licenses.
RELATED CONTENT
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Retirement Perspectives
Silver Linings in Retirement PlanningIn our latest podcast, Steve Dopp and Brian Dobbis discuss the latest trends in defined contribution plans and individual retirement accounts during the market volatility.Next Page -
Retirement Perspectives
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IRS Answers CARES Act QuestionsThe agency published guidance for retirement plan provisions in the CARES Act to help investors and financial advisors understand the rules for distributions and loans.Next Page -
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How to Roll Over a Required Minimum DistributionUnder the CARES Act, required minimum distributions are waived for 2020. If you don’t want to keep the funds, know the rules and follow these steps for a tax-free rollover.Next Page -
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Rules for Retirement Accounts in BankruptcyIf a person files for bankruptcy, it’s important to know the degrees of protection for 401(k) and individual retirement accounts (IRAs).Next Page