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 PerspectivesBaby Gift: SECURE Act Lets Parents Take Early Distribution without PenaltyJanuary 24, 2020 by Brian Dobbis, QKA, QPA, QPFC, TGPCA new provision allows parents to take a distribution from their retirement plan after a birth or adoption without getting hit with the 10% penalty tax.Next Page
Retirement PerspectivesHow the SECURE Act Changes Required Minimum DistributionsJanuary 9, 2020 by Brian Dobbis, QKA, QPA, QPFC, TGPCThe new law increases the age to 72 for retirement account owners to start taking RMDs.Next Page
Retirement PerspectivesIRS Proposes Changes to Life Expectancy Tables for Required Minimum DistributionsDecember 23, 2019 by Brian Dobbis, QKA, QPA, QPFC, TGPCTo account for today’s longer life expectancy, a new proposal would lower required minimum distributions (RMDs), and may preserve more assets in tax-deferred accounts over the lifetime of the account owner.Next Page