LORD ABBETT DCIO RESOURCES

LORD ABBETT DCIO RESOURCES
MARKET INSIGHTS
Weekly Perspectives: A weekly
source of information and
commentary designed to help
further your business by
delivering timely insights on
regulatory and legislative
changes, market trends, and
investment products.
Market View: Gain perspective
on issues facing the securities
markets, including weekly
highlights from specific market
sectors and asset classes and
the performance of the equity
and fixed-income markets
versus the benchmarks.
Economic Insights: Stay on
top of macroeconomic and
investment trends with timely
commentary from Milton Ezrati,
Partner, Senior Economist,
and Market Strategist for
Lord Abbett.
LORD ABBETT TRAINING SEMINARS
Investment Perspectives: Learn
more about the events, policies,
and market activities driving
today’s investment trends and
about opportunities to help
you better inform and educate
your clients.
SALES TOOLS & IDEAS
The Informed Fiduciary—Fiduciary Responsibilities in the 401(k)
Plan Market (Advisors): There are five essential fiduciary duties
that must be met by various players in the 401(k) market, and we
will provide real-world examples for each one of them. We’ll go
through an actual case study and show you how the court decided
when participants raised issues. This presentation will help
advisors learn the plan sponsor’s perspective, the latest developments from
Washington, and what you need to know to play in the retirement plan sandbox.
Ideas into Action—Designed to Help Grow Your Retirement Plan Business
(Advisors): The regulations surrounding retirement plans are more complicated
than ever, making it harder for plan sponsors to stay current with these rules. Yet
this complexity presents an opening for enterprising financial advisors who present
themselves as knowledgeable 401(k) experts. This Ideas into Action presentation
was created to help advisors identify potential opportunities and develop creative
solutions for plan sponsors.
Stocks and the Retirement Dilemma—Surprising Answers to Age-Old Questions
(Public): There are two scenarios that we all want to avoid—not having enough
money at retirement and running out of money while retired. Lord Abbett believes
that stocks may play a critical role in avoiding these scenarios, but that investors
must start by asking the right questions.
The Bond Market of Tomorrow—Finding Income in an Uncertain Market (Public):
For the past 30 years, bond investors have enjoyed a “tailwind” from falling interest
rates. Now, with rates at generational lows, investors are forced to confront both the
reality of low yields and the fear of rising rates. With America’s largest generation
approaching retirement, now is a good time to dispel some common bond market
myths, as well as look for opportunities in today’s economic environment.
Securing Your Retirement—Three Reasons to Invest in Your 401(k) (Public):
Americans are more concerned than ever about their ability to retire comfortably.
For many, a workplace retirement plan could hold the keys to a happy and secure
retirement. This presentation helps the audience understand the advantages of a
401(k) plan, highlights the power of early contributions, and highlights resources
that investors can use to help achieve a comfortable retirement.
Lord Abbett Insights & Intelligence: Find
new prospects with our award-winning
data-mining tool, which allows you to profile
referrals, identify and engage new prospects,
deepen client relationships, track executive
moves, and utilize our social media feature
to pinpoint opportunities.
Ideas into Action: This program is an
extensive and ever-growing list of pressing
issues that are on the minds of plan
sponsors. These ideas pinpoint weaknesses
and opportunities you can leverage to initiate
valuable, in-depth conversations with plan
sponsors that will present you as an expert
who should be part of their plan team.
THIS MATERIAL IS EXCLUSIVELY FOR FINANCIAL ADVISORS ONLY (REGISTERED REPRESENTATIVES OF BROKER/DEALERS OR ASSOCIATED
PERSONS OF REGISTERED INVESTMENT ADVISORS). NOT TO BE USED WITH THE PUBLIC IN WRITTEN OR ORAL FORM.
INVESTMENT-LED. INVESTOR-FOCUSED.
LORD ABBETT FUNDS
HERITAGE COLLECTION
TAXABLE FIXED INCOME
Fund
Morningstar Category
Lipper Peer Group
Fund
Morningstar Category
Lipper Peer Group
Alpha Strategy Fund
Small Growth
Small-Cap Core Funds
Bond Debenture Fund
Multisector Bond
Fundamental
Equity Fund
Large Blend
Multi-Cap Core Funds
Multi-Sector Income
Funds
High Yield Fund
High Yield Bond
High Yield Funds
Growth Leaders Fund
Large Growth
Multi-Cap Growth Funds
Income Fund
Corporate Bond
Value Opportunities Fund
Mid-Cap Blend
Mid-Cap Core Funds
Corporate Debt
BBB-Rated Funds
Short Duration
Income Fund
Short-Term Bond
Short Investment Grade
Debt Funds
Total Return Fund
Intermediate-Term
Bond
Core Bond Funds
CALIBRATED SUITE
Fund
Morningstar Category
Lipper Peer Group
Calibrated Dividend
Growth Fund
Large Blend
Large-Cap Core Funds
Calibrated Large-Cap
Value Fund
Large Value
Large-Cap Value Funds
Fund
Morningstar Category
Lipper Peer Group
Calibrated Mid-Cap
Value Fund
Mid-Cap Value
Mid-Cap Value Funds
Multi-Asset Balanced
Opportunity Fund
Moderate Allocation
Mixed-Asset Target
Allocation Moderate Funds
Multi-Asset
Income Fund
Conservative
Allocation
Mixed-Asset
Target Allocation
Conservative Funds
Multi-Asset
Growth Fund
Aggressive
Allocation
Mixed-Asset Target
Allocation Growth Funds
MULTI-ASSET CLASS STRATEGIES
INTERNATIONAL EQUITY
Fund
Morningstar Category
Lipper Peer Group
International Core
Equity Fund
Foreign Large Blend
International Multi-Cap
Core Funds
International Dividend
Income Fund
Foreign Large Value
International Equity
Income Funds
Source: Morningstar, Inc. and Lipper, Inc.
DCIO SPECIALISTS
Partner, Director of Institutional Investor Services: Frank Paone, AIF®, CIMA® | [email protected] | 201-827-7770
WA
MT
VT
ND
NH
ME
MN
OR
ID
WI
SD
MI
IA
NE
NV
UT
CA
CO
AK
AZ
IL
KS
OK
NM
*
VA
MD
CT
NJ
RI
DE
WV
MO
PA
OH
IN
KY
NC
TN
SC
AR
MS
TX
MA
NY
WY
AL
GA
LA
HI
FL
PUERTO RICO
WEST
CENTRAL
Bret Contreras, CRPS
DCIO Specialist
[email protected]
201-827-7769
Angela Cortwright
DCIO Specialist
[email protected]
201-827-7643
®
EAST
Michael Darling, CFP , CRPS
DCIO Specialist (Hybrid)
[email protected]
201-827-7768
Connor Cunningham
DCIO Specialist
[email protected]
201-827-7764
®
®
Glenn Zuck
DCIO Specialist (Hybrid)
[email protected]
201-827-7767
Kirk Thiel
DCIO Specialist
[email protected]
201-827-7766
NATIONAL
Brian Dobbis, QKA, QPA,
QPFC, TPGC
Retirement Analyst
[email protected]
201-827-2942
FOR MORE INFORMATION:
Lord Abbett Client Service 888-522-2388 [option 3] | Visit us at: lordabbett.com/advisor
Lord Abbett mutual fund shares are distributed by LORD ABBETT DISTRIBUTOR LLC
90 Hudson Street, Jersey City, NJ 07302-3973
DCIORESFLYER
(02/14)
THIS MATERIAL IS EXCLUSIVELY FOR FINANCIAL ADVISORS ONLY (REGISTERED REPRESENTATIVES OF BROKER/DEALERS OR ASSOCIATED
PERSONS OF REGISTERED INVESTMENT ADVISORS). NOT TO BE USED WITH THE PUBLIC IN WRITTEN OR ORAL FORM.