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Dr.
Sze is a leading expert on Pension and Social Security
modeling and funding. He is a retired partner of Hewitt
Associates, where he was an actuarial manager and lead
consultant on pension projection. He is currently the
President and Owner of Sze Associates, Ltd., a financial
and benefits consulting company.
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Education
and Certification
Ohio
State University
Ph.D., Mathematics, 1975
California
State University
M.S., Mathematics, 1969
University
of Hong Kong,
B.Sc., Mathematics and Physics, 1964
Employment
History
Sze
Associates Ltd.,
Toronto, Ontario, Canada, Owner, 1996 - Present
University
of Michigan,
Ann Arbor, Michigan, USA, Adjunct Professor of Mathematics, 1998 -
1999
Hewitt
Associates LLC,
25 Shepherd Ave West, Toronto, Ontario, Canada
Partner, Pension and Investment Consultant, Projection
Specialist, 1975 - 1996
Ohio
State University,
Columbus, Ohio, USA, Teaching Assistant, 1969 - 1975
California
State University,
Hayward, California, USA, Teaching Associate, 1968 - 1969
St.
Paul's Secondary School,
Hong Kong, Teacher, 1964-1968
Professional
Experience
U.S.
Agency for International Development (USAID), Kazakhstan,
Pension Reform Project, Actuarial Expert, 1999-2001.
Dr. Sze has served as an actuarial expert and consultant,
providing actuarial training to senior executives of
pension funds and insurance companies in Kazakhstan. He
has developed and is teaching an actuarial science program
on insurance and pension in Kazakhstan.
Asian
Development Bank, Bhutan, Pension Reform Program,
Actuarial Expert, 2000. Dr. Sze served as an actuarial
expert for a pension reform program in Bhutan. He advised
the government on the design and administration of a new
social security system.
North
American Actuarial Journal, Acting Associate Editor,
1999 - Present.
Journal
of Actuarial Practice, Associate Editor, 1994 -
Present.
U.S.
Agency for International Development (USAID), Bulgaria,
Social Security Training Program, Faculty Member, 1997
and 1999. Dr. Sze taught Bulgarian social security experts
on the funding of social security.
Social
Security Administration, U.S.A, Member of Technical
Panel, 1994-1996, 1999. Dr. Sze served as a member of the
Technical Panel on Assumptions and Method of the Advisory
Board to the Social Security Administration. The Panel
makes recommendations on the actuarial assumptions to be
used in the USA.
Social
Security of the NAFTA Countries, Research Chair, 1997
- 1998. Dr. Sze was the Chair of a research study of the
Society of Actuaries on the Impact of Mortality
Improvement on Social Security of the NAFTA Countries.
Pension
Benefits Guaranty Corporation, U.S.A., Member of the
Technical Review Panel, 1996. Dr. Sze was a member of the
Technical Review Panel of the Pension Insurance Modeling
System of the Pension Benefits Guaranty Corporation,
U.S.A.
Languages
Spoken
English
Chinese (Mandarin, Cantonese, and Shanghai)
Selected
Publications
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Co-author
of Carswell's Benefits Guide for Canada |
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Co-author
of "Overview of the study: impact of mortality
improvement on social security in the NAFTA
countries," North American Actuarial
Journal |
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Co-author
of "Impact of aging population with declining
mortality on social security in the NAFTA
Countries," North American Actuarial
Journal |
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"Stochastic
simulation of the financial status of the social
security trust fund in the next 75 years," Report
of the 1994-1996 Advisory Council on Social
Security |
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"The
process of pension forecasting," Journal of
Actuarial Practice |
Professional
Affiliations
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Fellow
of the Society of Actuaries |
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Member
of Social Security Committee of the Society of
Actuaries (Chairman, 1994 - 1996) |
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Member
of the Board of Governors of the Society of
Actuaries, 1994 - 1997 |
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Fellow
of Canadian Institute of Actuaries |
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Enrolled
Actuary, U.S.A. |
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Member
of Social Security Committee of the International
Actuarial Association |
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Member
of National Academy of Social Insurance |
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Member
of New York Academy of Sciences |
Awards
and Honors
Presidential
Appreciation
Award, Society of Actuaries, 1998
In
Who's Who in America, 2001, and International Who's Who of
Entrepreneurs, 2000.
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