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PLAN of MA and RI is a nonprofit organization offering special needs trusts for people of all ages with mental health, developmental, and physical disabilities in the Massachusetts and Rhode Island communities. Our services include trust administration and social services by licensed social workers.

PLAN was founded four decades ago by families concerned about caring for their loved ones with additional needs when they were no longer able to do so. Today, PLAN serves individuals with special needs and the families who care for them from offices in Needham, MA and Providence, RI with a staff of more than a dozen specialists and a network of professional partners.

PLAN is a member of the National PLAN Alliance (NPA), the only non-profit organization in America dedicated solely to meeting the planning needs of families with adult children having lifelong disabilities.

A Message to the PLAN Community


In this time of many unknowns, and while wishing peace of mind for the entire PLAN community, we are sharing in this space what PLAN is doing to respond to the COVID-19 outbreak. PLAN is taking active measures to protect the well-being of our staff and colleagues while also ensuring that we continue to meet our beneficiaries’ needs. We are monitoring the COVID-19 situation closely and adhering to relevant guidelines from the CDC, Massachusetts and Rhode Island Departments of Public Health, and other Health authorities.

Effective immediately, new health regulations have halted our in-person visits to nursing home facilities; we will resume those visits as soon as regulations allow us to.

Please reach out to your PLAN team with any questions or to connect at any time. We look forward to being in touch with you and we wish you and your loved ones health and well-being.

Please share this excellent resource developed by and for people with disabilities to answer essential questions about COVID-19 and how to stay safe.

A Message from Webster Bank


This has been a very stressful and unprecedented period for everyone for obvious reasons. The financial markets continue to show extreme levels of daily volatility and US stock markets are now down over 20% from their peak.

Plan of MA & RI investment portfolios are constructed with the understanding that financial markets will become more challenged at times.  For this exact reason all investment portfolios are constructed in a diversified manner with stocks, bonds and cash.  Plan of MA & RI portfolios have seen their values fall less than the headline stock market losses in 2020.

Currently our advice to all investors is to stay the course and not to panic. The markets have been through challenging times like this before and have always rewarded patient long-term investors who did not overreact to short term volatility.

Upcoming Events

16 April 2020

Join PLAN of MA and RI @ Seven Hills Family Support Center

5:00 pm - 7:00 pm
7 Hills Family Support Center Worcester, 799 West Boylston Street
Worcester, MA 01606 United States
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