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.
Retirement PerspectivesIn-Service Distributions: How to Tap Your 401(k) while Still EmployedAugust 3, 2020 by Brian DobbisIn our latest podcast, we explain the rules for withdrawing funds from a retirement account when a person is still working.Next Page
July 23, 2020 by Brian DobbisThe agency provides much needed temporary relief for employers that are experiencing financial challenges and need to reduce or suspend 401(k) Safe Harbor contributions.Next Page
Retirement PerspectivesUpdated Rollover Rules for Required Minimum DistributionsJuly 6, 2020 by Brian DobbisThe IRS issued new guidance that extends the rollover deadline and relaxes other rules for RMDs.Next Page
Retirement PerspectivesIRS Expands Eligibility for Coronavirus-Related Distributions from Retirement AccountsJune 29, 2020 by Brian DobbisThe agency provides more details about distributions and added provisions to help investors affected by COVID-19.Next Page
Retirement PerspectivesRoadmap to Relief for IRA Owners and ProvidersJune 15, 2020 by Brian DobbisAlong with the retirement provisions in the CARES Act, IRA owners also have extended deadlines to make contributions and file taxes, while providers have more time to provide information to account owners.Next Page