Retirement Strategies LLC
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  • About Us
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  • Retirement Plans
    • 401(k) Plans
    • Profit Sharing Plans
    • Solo 401(k) Plans
    • Safe Harbor Plans
    • Cross-Tested Plans
    • Cash Balance Plans
  • Resource Center
    • Retirement Plan Limits
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  • Contact Us
(920) ​788-7052

Meet Our Team

MICHAEL T. VERHAGEN – President
mverhagen@rs401k.com

Mike is a graduate of the University of Wisconsin-Oshkosh, with a Bachelor of Business Administration degree in Finance and Human Resource Management. He began his career in the retirement plan services industry in 1995 holding positions of Retirement Plan Consultant, Plan Administration Department Manager, Manager of Client Relations and Vice President of Retirement Plan Services.

As a co-founder of Retirement Strategies, LLC in 2002, he focuses on the day-to-day operations, sales & marketing and partnering with investment professionals to assist companies in the design and implementation of their qualified retirement plan.

​JENNIFER J. MASSEY, ERPA, APR, QPA, QKC, QKA – Manager of Retirement Plan Services
jmassey@rs401k.com

Jenny is a graduate of the University of Wisconsin-Green Bay, with a Bachelor of Science Degree in Finance and Management. She began her career in the retirement plan administrative services industry in 1997 and has been affiliated with Retirement Strategies, LLC since 2002. She oversees all aspects of our retirement plan services as well as the relationship management of her assigned clients’ qualified retirement plans with specific areas of expertise including; plan installation, plan document maintenance and administration, plan design and consultation, plan administration and compliance, governmental reporting and participant benefit payouts.

Jenny is an Enrolled Retirement Plan Agent (ERPA) and a member of the National Institute of Pension Administrators (NIPA), holding the designation of Accredited Pension Representative (APR). She is also a member of the American Society of Pension Professionals and Actuaries (ASPPA), holding the designations of Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC) and Qualified 401(k) Administrator (QKA).

​CHRISTIAN M. BRUNEL, QPA, QKA – Retirement Plan Consultant
cbrunel@rs401k.com

Christian is a graduate of Franklin Pierce University-New Hampshire, with a Bachelor of Science Degree in Accounting. He began his career in the retirement plan administrative services industry in 2004 and joined Retirement Strategies, LLC in 2017. He is responsible for the relationship management of his assigned clients’ qualified retirement plans with specific areas of expertise including; plan design and consultation, plan administration and compliance, governmental reporting and participant benefit payouts.

Christian is a member of the American Society of Pension Professionals and Actuaries (ASPPA), holding the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).

KATHERINE J. LAND – Retirement Plan Administrator
kland@rs401k.com

Katie joined Retirement Strategies, LLC in 2005 with over 5 years of experience in accounting/bookkeeping, customer service, administration and office support. She is responsible for assisting the servicing of our clients’ qualified retirement plans with the specific areas of expertise including: plan administration and compliance, governmental reporting and participant benefit payouts.

​ALISON D. KEAST – Retirement Plan Administrator
akeast@rs401k.com

Alison is a graduate of Lake Forest College – Lake Forest, IL, with a Bachelor of Arts in Mathematics and Economics. She joined Retirement Strategies, LLC in 2021 with over 7 years of experience in employee benefit plans. Her responsibilities are assisting the servicing of our clients’ qualified retirement plans with the specific areas of expertise including; plan administration and compliance, governmental reporting and participant benefit payouts.

SUSAN L. GILBERT – Administrative Assistant
sgilbert@rs401k.com

Sue joined Retirement Strategies, LLC in 2017 with over 30 years of experience in bookkeeping, customer service, administration and office support. Her responsibilities include providing administrative, secretarial and clerical support to the office staff.
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