AIM, Inc. was founded in 1989 to meet the growing need for third party administrative work on Cafeteria Plans and Pension Plans. The new laws and more advanced software had made both these tax-savings vehicles popular with employers who were trying to offer greater benefits to their employees and save tax dollars as well.

Our investigative work led us to a software vendor that offered us what we wanted in accuracy, keeping current as changes in the laws are enacted and in technical support. This firm combines the talents of actuaries, ERISA lawyers and computer programmers to allow the third party administrator to work with ease and assurance.

Our internal office includes a Certified Financial Planner, a computer programmer, a business manager and several experienced administrators. This allows us to give you accurate information at a reasonable cost. We subscribe to industry compliance services and a variety of periodicals to stay on top of current tax and administrative changes.  In addition, many of our staff members are active in local and national benefits organizations.

Perhaps our greatest asset to you, however, is that we are a local firm with the ability to understand the problems and concerns that both you and your employees might have and to respond quickly to your needs.

Our mission is to offer businesses of all sizes accurate and worry free administration of both Cafeteria Plans and Pension Plans at a reasonable cost. We sell service and integrity.

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