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The CARES Act for Financial Professionals

The Coronavirus Aid, Relief, and Economic Security (CARES) Act is now law. Understand how it can help you and your clients navigate uncharted waters. Get tools, resources, and understanding specific to financial professionals, plus industry-leading expertise and guidance from LPL Financial.


Latest update:

The IRS has issued new modifications to the CARES Act regarding loan relief, coronavirus-related distribution, and retirement plans. View the summary of IRS Notice 2020-50 for more information.

The IRS has extended the rollover relief period from IRAs and other eligible retirement plans to August 31, 2020. View the summary of IRS Notice 2020-51 for more information.

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Retirement Assistance Playbook

Download our Retirement Assistance Playbook to learn how this provision of the CARES Act can help your clients.

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We're here to help

As a leading provider of support to more than 16,000 financial professionals and nearly 800 financial institutions, we collectively serve more than 5 million American investors. We’re committed to providing you with the information, resources, and leadership you need to effectively navigate these uncharted waters to support your business, your clients, and your community. Watch the video on this section to learn more.

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CARES Act Resource Playbook

Position yourself as a CARES Act guide for current and prospective clients through uncertain times. Our playbook shows you how.

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What is the CARES Act?

The recently enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act is the largest stimulus package in our nation’s history. The Act aims to:

  • Keep workers paid and employed
  • Keep businesses operational
  • Improve the healthcare system
  • Stabilize our economy
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How CARES can help you and your clients

As a small business owner and financial professional, you’re a leader in your community. Understanding the CARES Act will help you play a vital role in restoring America after COVID-19. LPL offers tools, resources, and support to help you address your business needs and take the right action for your clients.

CARES Act resources and tools

Quick summary of the CARES Act

Get a one-page summary of the CARES Act provisions that impact financial professionals most.

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Top 3 CARES Act provisions

Understand how the CARES Act can help you and your clients, including small business assistance, individual assistance, and retirement assistance.

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LPL Financial's commitment during COVID-19

Learn how we're protecting our financial professionals and employees during this critical time.

LEARN MORE

The CARES Act for small business owners

Stay current with CARES Act updates from the Small Business Administration and the Department of the Treasury.

Learn More

Quick summary of the CARES Act

Get a one-page summary of the CARES Act provisions that impact financial professionals most.

Download Now

The CARES Act for small business owners

Stay current with CARES Act updates from the Small Business Administration and the Department of the Treasury.

Learn More

Top 3 CARES Act provisions

Understand how the CARES Act can help you and your clients, including small business assistance, individual assistance, and retirement assistance.

Download Now

LPL Financial's commitment during COVID-19

Learn how we're protecting our financial professionals and employees during this critical time.

LEARN MORE

LPL Government Relations and the CARES Act

See how our Government Relations team is advocating for you in Washington D.C. and across all fifty states.

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LPL Research Weekly Market Commentary

Get stock market updates and market volatility insights from top LPL Financial research strategists.

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LPL fights for pass-through deduction

CEO Dan Arnold advocates for a 20% pass-through tax deduction for independent financial advisors. Learn more on InvestmentNews:

LEARN MORE

LPL financial professionals

LPL advisors and financial professionals can get exclusive access to CARES Act insights on the Resource Center.

Learn More

LPL Government Relations and the CARES Act

See how our Government Relations team is advocating for you in Washington D.C. and across all fifty states.

Learn More

LPL financial professionals

LPL advisors and financial professionals can get exclusive access to CARES Act insights on the Resource Center.

Learn More

LPL Research Weekly Market Commentary

Get stock market updates and market volatility insights from top LPL Financial research strategists.

Learn More

LPL fights for pass-through deduction

CEO Dan Arnold advocates for a 20% pass-through tax deduction for independent financial advisors. Learn more on InvestmentNews:

LEARN MORE

Why choose LPL

Our mission is to support our financial professionals so they can support their clients. That’s true during times of uncertainty and times of progress. Learn more about what it takes to be a financial professional at LPL.

This information is not intended to be a substitute for specific individualized legal or tax advice. We suggest that you discuss your specific tax issues with a qualified legal or tax advisor.

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