Get to Know BAS

Benefits Administration Services, LLCBenefits Administration Services (BAS) has been providing full-service employer sponsored retirement plan administration and consulting since 1995. Benefits Administration Services assists employers in the design, implementation, administration and communication of a wide range of retirement plans.

  • BAS takes the confusion out of plan administration duties and decision making by providing our clients with the consulting and technical expertise they need.
  • The experienced benefit professionals at BAS are dedicated to helping clients implement retirement plans that promote corporate goals and objectives, control costs and give them a sense of security.
  • Our clients know our commitment to providing them with quality, accurate, and timely services in a cost-effective manner.
  • Benefits Administration Services works with Financial Advisors and Investment Companies to customize and administer a plan that meets your specific needs.
  • This approach works because it provides your company with the three-way expertise needed to successfully manage your plan.
  • You determine how much support your company needs. You outsource as much or as little of the plan as you choose.
  • With Benefits Administration Services, you get experience, expertise and flexibility.

Our People

Benefits Administration Services' greatest resource is its team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include over 20 years of experience in the pension and retirement field. We are committed to providing our clients with friendly, courteous and responsive personalized service of superior quality.

You need professionals who are informed of our changing industry. Our professionals receive continuing education for the latest legislative developments and regularly attend industry educational seminars.

When you work with BAS, you work with professionals that have completed the American Society of Pension Professionals & Actuaries (ASPPA) Pension Administrator Series, the ASPPA Daily Valuation course, the Distribution Administrator Certification Program from the National Institute of Pension Administrations, as well as those that have received the designation of CPA, QPA and QKA.

Leadership

Rita Croft, QKA - President

Rita Croft, QKA
President


Rita Croft is President of Benefits Administration Services. She has more than 20 years of experience in Employee Benefits and has been with Benefits Administration Services since 1996. As President, is responsible for all operations of the company as well as marketing and executive duties. Rita works closely with the Plan Consultants to assist clients on their plan design and consulting needs.

Rita holds a Bachelor of Science, Cum Laude Degree from Jacksonville State University. She is a Member of the American Society of Pension Professionals & Actuaries, has obtained the designation of QPA (Qualified 401(k) Administrator) and serves on the board of the Alabama Profit Sharing 401(k) Council.


Donna Barr, QPA, QKA - Senior Plan Consultant

Donna Barr, QPA, QKA
Senior Plan Consultant


Donna Barr is a Senior Plan Consultant at Benefits Administration Services. She has more than 20 years of experience in Employee Benefits. As a Senior Plan Consultant, Donna’s primary responsibility is plan design and consulting and the supervision of one of the Plan Administration Team for Benefits Administration Services.

Donna holds a Bachelor of Science, Cum Laude Degree from Middle Tennessee State University. She is a Member of the American Society of Pension Professionals & Actuaries, has served on the board of the Alabama Profit Sharing 401(k) Council, and obtained the designations of QPA (Qualified Pension Administrator) and QKA (Qualified 401(k) Administrator).


Jo Anne Odom, QPA, QKA

Jo Anne Odom, QPA, QKA
Senior Plan Consultant


Jo Anne Odom is a Senior Plan Consultant at Benefits Administration Services, LLC. She has 25 years of experience in Retirement Plan and Employee Benefits Plans. As a Senior Plan Consultant, Jo Anne’s primary responsibilities are plan design, consulting client services and the supervision of one of the Plan Administration Team for Benefits Administration Services, LLC.

Jo Anne is a Member of the American Society of Pension Professionals & Actuaries and obtained the ASPPA designations of QPA (Qualified Pension Administrator) and QKA (Qualified 401(k) Administrator).


Dianne L. Hart, CPA, APM, QPA, QKA - Consultant

Dianne L. Hart, CPA, APM, QPA, QKA
Consultant


Dianne Hart is a plan consultant with Benefits Administration Services. She has more than 20 years of experience in Employee Benefits. As a plan consultant, Dianne’s responsibilities include working with the Company President, Rita Croft, primarily in the areas of marketing, strategic planning and client care.

Dianne holds a Bachelor of Science, Summa Cum Laude Degree from the School of Business from the University of Alabama at Birmingham. She is a Member of the American Society of Pension Professionals & Actuaries and obtained the designations of QPA (Qualified Pension Administrator) and QKA (Qualified 401(k) Administrator). As a Certified Public Accountant, Dianne is a member of the Alabama State Board of Public Accountancy and the American Institute for Certified Public Accountants.


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