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 PerspectivesHow the SECURE Act Affects Retirement Account BeneficiariesOctober 9, 2020 by Brian DobbisIn our latest podcast, we discuss strategies for naming a beneficiary to preserve inherited retirement assetsNext Page
Retirement PerspectivesHow to Access Your Retirement Account While Still Employed with In-service DistributionsSeptember 11, 2020 by Brian DobbisA recent podcast sparked questions about the rules for participants of employer sponsored-retirement plans to take a distribution and/or facilitate a tax-free rollover to an IRA while still on the job.Next Page
Retirement PerspectivesAugust 31 Deadline Looms Large for Retirees to Return Unwanted RMDsAugust 20, 2020 by Brian DobbisRetirement plan account owners and beneficiaries have until the end of the month to act on returning an unwanted required minimum distribution (RMD) and other items.Next Page