Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

PLAN of MA and RI is a nonprofit financial services organization based in Quincy, Massachusetts, serving communities in Massachusetts and Rhode Island. It specializes in special needs trusts for people of all ages who have mental health, developmental, or physical disabilities. The organization provides trust administration and case management through licensed social workers, offering options for first-party trusts funded by the individual and third-party trusts funded by others.

These trusts help clients manage assets for disability-related needs while addressing benefits considerations, and they deliver services that include relief from high bank and trust company minimums. The organization is a small to mid-sized player in the financial services field, focused on disability supports within its regional communities. In 2026 it participated in the Adult Services Resource Fair, reflecting ongoing community engagement.

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