John Paul Ruiz
Before joining Entrust, John Paul served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC and Director of Resource Development at ASCENSUS. More recently, he created the IRA Academy, a preparatory course for the CISP designation exam approved by the American Bankers Association for continuing education credits. Specifically, this course is a week-long training program available for all financial institutions in the retirement space. With his background on retirement plan education, he is also responsible for The Entrust Group’s on-going internal retirement plans training program.
John Paul is a featured speaker at numerous events and webinars educating not only retirement professionals, but also retirement plan investors. To complement his extensive career within the retirement and financial industries, John Paul holds QKA and CISP certifications. Internally, he brings his expertise in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. His experience offers valuable insights on the retirement industry to help better serve our clients.