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 PerspectivesIRS Updates Life Expectancy Tables that Determine Required Minimum DistributionsJanuary 11, 2021 by Brian DobbisLonger life expectancy projections could mean that individuals may be able to keep more of their retirement savings in their tax-advantaged accounts over a longer time period.Next Page
Retirement PerspectivesYear-End Retirement Planning: CARES Act, Qualified Charitable Distributions, and MoreDecember 3, 2020 by Brian DobbisIn our podcast, Brian Dobbis explains a few important strategies that you can take to optimize retirement savings and tax planning before year-end.Next Page