Caxton Building
Suite 670
812 Huron Rd. E.
Cleveland, Ohio 44115
Office: (216) 348-8082
Office: (800) 846-9051
Fax: (216) 348-8080

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Ω Experience & Knowledge

Omega Pensions, Inc. is a team of highly skilled and experienced workers who have a combined 50+ years of retirement plan experience. Currently we:

Administer over 250 retirement plans

Consult over 180 retirement plans

Serve over 16,000 participants

Work with over 20 vendors

Our team is made up of Cerified Pension Consultants (CPC), and Qualified Pension Administrators (QPA) who partner with hundreds of advisors, CPAs, attorneys, and financial professionals to provide you with the best service possible.


All of this combined financial knowledge is working on a personal level to make sure your retirement plan is a success.

William McNamara

President, QPA

Bill joined Omega Pensions, Inc. in February of 1990, and has been instrumental to the company’s growth.

Bill has worked as an accountant within the employee benefits area of one of the 15 largest trust units in the country. He received his BA in Finance from Cleveland State and his Qualified Plan Administrator designation from the American Society of Pension Actuaries.

He is responsible for all aspects of the company's operations and is considered an expert in the field of plandesign, product design, and employee communications.

Joy Stanley

VP Operations

Joy has been a member of the Omega Pensions Inc. team since May of 1992.

She is responsible for providing quality administration of our clients’ retirement plans. This includes hands-on administration of loans, withdrawals, contributions, compliance testing, and day- to-day contact with plan sponsors. She excels at being the bridge between the investment provider and the employer.

Additionally, Joy provides services to Omega Pensions including bookkeeping, accounts payable, and receivables.

Chuck Hunziker

VP Client Services

Chuck has been a member of the Omega Pensions, Inc. team since February 1994.

He is a graduate of Cleveland State University earning a degree in Management & Labor relations with an emphasis in Finance. His experience includes work in the human resources department of the largest textile company in the United States where he was responsible for administrating the defined benefit plan for several thousand employees.

He currently oversees our Plan Administration staff. Chuck is responsible for ensuring that our clients receive quality administrative and technical support in the maintenance of their retirement plans.

Russell Bauman

CLU, ChFC

Russ has been a member of the Omega Investment Partners team since 2009.

Russ is a 1976 graduate of Ohio University BBA Major in Finance. After seven years with Citicorp in retail and commercial lending, he entered the life insurance and investment planning business with New England Life in 1983. In 2009 Russ joined Omega Investment Partners as an insurance and investment specialist.

Russ is a member of the Estate Planning Council of Cleveland and focuses on benefit, insurance, and investment plan evaluation to identify opportunities to better achieve the objectives and goals of clients.

Bill McNamara

Investments, Account Representative

Bill is a 2011 graduate of Miami of Ohio majoring in Finance.

He previously worked at Paycor in Cincinnati managing a department that interacts with key CPA relationships for payroll clients.

Bill currently provides support in the investment area working with key partners in providing top quality investment products.

 

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Omega Pensions, Inc.   812 Huron Road, Suite 670, Cleveland, Ohio 44115  Phone: (216)348-8082