John Paul

John Paul

Oakland,CA
  • 4.5 / 5
  • 5k+ Professionals Trained

About Speaker

John Paul Ruiz has spent more than 20 years as a consultant and trainer in the retirement and financial services industry. Prior to joining The Entrust Group, Ruiz served as the Vice President of Professional Development for Integrated Retirement Initiatives, LLC.  His responsibilities involved developing and delivering retirement plan training to financial advisors as well compliance personnel to some of the largest institutions offering retirement products and solutions.  With his comprehensive knowledge of alternative investments, his consulting and training expertise was sought after by numerous third party administrators in the self-directed IRA market. His former positions included, Director of Resource Development for the Retirement Products & Solutions division of Acensus (formerly BISYS Retirement Services). Ruiz was responsible for overseeing the development and delivery of the Ascensus professional development and training services using a broad spectrum of media including * Live group presentations * One-on-one coaching sessions * Video productions * Live and recorded webinars * Online schools * Telephone seminars  

In high demand as a speaker in the retirement services industry, Ruiz has been a featured key note speaker and industry expert at numerous regional and national conferences. Ruiz has served as a member of the faculty of national schools including the American Bankers Association (ABA) Trust School and the Graduate School of Banking at the University of Wisconsin – Madison. Ruiz has also served on the faculty of the IRA Institute, which serves as preparatory course for retirement professionals pursuing the Certified IRA Services Professional (CISP) designation offered through the Institute of Certified Bankers (ICB) or the Certified IRA Professional (CIP) designation offered through the National Association of Federal Credit Unions (NAFCU).  Ruiz has become well-known in the industry for his ability to help financial advisers understand how to create selling opportunities by building their retirement plan expertise and staying on top of legislative and regulatory developments.  

During his tenure with Ascensus, Ruiz also held position as senior ERISA consultant and as manager of the ERISA Support Call Center, a fee-for-service hotline that provided ERISA technical support to financial services professionals. Prior to Ascensus, Ruiz served as a relationship manager for several key alliance partners in the recordkeeping division of Universal Pension, Inc. Prior to joining Universal Pensions Inc. he worked in the consumer loan division of Wells Fargo Bank.  

Ruiz earned the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals & Actuaries (ASPPA) and holds a Certified IRA Service Professional (CISP) certification through the American Bankers Association’s Institute of Certified Bankers (ICB). 

Area of Expertise

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Roth IRA Distribution and Taxation
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Traditional and Roth IRA Distribution and Taxation
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Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)
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Common IRS Forms Filed by IRA holders (How to report IRA transactions in a tax return)
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Required Minimum Distributions
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Required Minimum Distributions
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(3k+) Ratings

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Sharon Ho, CPA (US)

Oct 12th 2021

His instruction methods are great. Very clear and concise. Don’t waste your time explaining meaningless background information and always lectures with the intent to help you understand the material. He’s helped us understand content for multiple retirement rules and is one of the best CPE that I’ve had. Recommending him is a no-brainer.

ES

ed sangaline, CPA (US)

Oct 29th 2021

Webinar was great but the evaluation was attempte don a ipad and it kept jumping to a chat screen and I couldn't get out of that screen and the support personnel couldn't get me out either. I had to go to my computer to fill the form out.

VH

VINCENT HO, CPA (US)

Aug 10th 2021

The webinar was both informative and interactive that I learned the basics of the subject and the instructor left enough time to answer a few of the attendants' questions. Very good balance of time usage.

ST

Sharon Tennyson, CPA (US)

Jun 18th 2021

The instructor clearly understood his topic. He took and answered questions which was also helpful. He took a difficult topic and clearly explained it. I'm glad I was able to take this CPE today!

KB

Kathleen Barrett, CPA (US)

Jul 13th 2021

Great presentation on the importance of tracking IRA basis, particularly the non-deductable contributions. Speaker was very knowledgeable and provided good slides to cover tax form preparation.

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