Jack Beam

Background

About Jack Beam

Jack L Beam MAS, CEPA Now as of December 31, 2018, Jack has joined PMI Advisors, LLC. PMI Advisors serves business owners in 5 key areas: Business Continuity Planning; Business Sale Preparation; M&A Integration Methodology; Business Process Optimization; and Divestiture and Carve-Out Early in 2015, Jack joined Dailey Resources, Inc. to provide exit planning to their business owner clients. During 2014, Jack was a principal and co-owner of Executive Exit Solutions, Inc. He has over 40 years of consulting experience and now wants to translate his experience from serving the corporate world to serving successful individuals who are transitioning to a new phase in their lives.​ WORK HISTORY ​Jack spent most of his career with Johnson & Higgins and its consulting subsidiary, Foster Higgins. While in the Dallas office of Foster Higgins, Jack served on the Actuarial Policy Committee of Foster Higgins and was the Retirement Plan Consulting Practice Leader for the South Central Region. In that position, Jack was responsible for a staff of 14 employees and annualrevenues of more than $5.0 million. Most recently, Jack was responsible for the delivery of retiree medical plan actuarial valuations compliant with GASB 43 and 45 for more than 100 governmental clients in Texas and South Carolina. RELEVANT EXPERIENCE ​​Jack has helped plan sponsors and retirement boards, in the public and private sectors, in publishing, in healthcare, and infinance, with plan design, plan funding, and plan administration issues. Jack’s plan design experience includes early retirement windows, non-qualified plans for executives, and conversions from defined benefit to defined contribution plans. Specific projects include: ​