Record last updated 2024/07/15 Comment on this info .Update this info

Narrative

PLAN of Massachusetts & Rhode Island is a Special Needs Pooled Trust serving beneficiaries in Massachusetts and Rhode Island. A Special Needs Pooled Trust (SNPT) is way to set aside money for a beneficiary’s future use—without jeopardizing their Supplemental Security Income (SSI) and Medicaid benefits. It is called “pooled” because all beneficiaries’ separate accounts are invested together—reducing administrative costs and overhead for each.

Service Types

• Family Support

Program Type

• Aging
• Financial Planning
• Transition

Populations Served

• All Disabilities
• Autism Spectrum
• Birth Defects
• Developmental Disability
• Intellectual Disabilities
• Mental Illness
• Physical Disabilities

Ages Served

• 3 - 4
• 5 - 8
• 9 - 13
• 14 - 18
• 19 - 22
• 23 – 59
• 60 +

Additional Information

• Fees: Personal Funds