Defined Contribution

Lord Abbett is committed to providing consistent long-term performance, competitive expenses, and extensive resources in order to help financial advisors, plan sponsors, and investment committees meet the investment needs of their clients within Defined Contribution plans.

Retirement Perspectives

An Open Letter to Retirement Plan Participants

April 23, 2020

A deep breath and a little perspective can go a long way right about now.

RETIREMENT PERSPECTIVES

401(k) Partial Plan Termination Explained

April 14, 2020

Plan sponsors should monitor if a company is reducing headcount, which could affect the status of a firm’s qualified retirement plan.

RETIREMENT PERSPECTIVES

How Plan Sponsors Can Suspend 401(k) Safe Harbor Contributions

April 8, 2020

Plan sponsors need to follow a few rules before changing contributions to Safe Harbor retirement plans.

Retirement Provisions in the CARES Act

April 1, 2020

Retirement investors get some relief in the government’s stimulus bill to help alleviate financial strains from the coronavirus.

RETIREMENT PERSPECTIVES

SECURE Act Webinar: Answers for Advisors

February 24, 2020

Our recent webinar explained the key provisions in the most sweeping piece of retirement legislation in more than a decade.

RETIREMENT PERSPECTIVES

Are Cash Balance Plans an Overlooked Opportunity?

February 7, 2020

With their significantly higher retirement savings and tax deduction opportunities, cash balance plans hold appeal for successful businesses.

Retirement Perspectives

The SECURE Act: Our Take on Implications for Plan Sponsors

February 4, 2020

The SECURE Act impacts the 401(k) landscape in several ways, adding what some see as common sense provisions and potentially expanding retirement plan access to more Americans.

ADDITIONAL CONTENT

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Silver Linings in Retirement Planning

June 1, 2020

In our latest podcast, Steve Dopp and Brian Dobbis discuss the latest trends in defined contribution plans and individual retirement accounts during the market volatility.
IRS Answers CARES Act Questions

May 15, 2020

by Brian Dobbis, QKA, QPA, QPFC, TGPC

Director, Retirement Solutions

The agency published guidance for retirement plan provisions in the CARES Act to help investors and financial advisors understand the rules for distributions and loans.
Why Innovation Stocks are Crucial in Asset Allocation

May 8, 2020

In a slow negative-growth world, we believe innovators could monopolize equity returns.
How to Roll Over a Required Minimum Distribution

May 8, 2020

by Brian Dobbis, QKA, QPA, QPFC, TGPC

Director, Retirement Solutions

Under 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.