MYCPE ONE
John Paul Ruiz QKA

John Paul Ruiz QKA

  • John Paul Ruiz brings 27+ years of retirement and financial services expertise to his role at Entrust. He’s held key positions at Ascensus, the IRA Institute, and ABA, and holds QKA and CISP certifications.
  • At Entrust, John Paul ensures ERISA compliance and empowers the team with deep industry knowledge. His leadership strengthens client service and keeps retirement operations aligned with evolving regulations.
Follow Now

30+

Years of Experience

4.6/5

Average Rating

85%

Avg. Completion Rate

30+

Number of Courses
In the Spotlight

Gain insights into their journey, expertise, and professional impact.

Here’s what MYCPE ONE speakers bring to the table
  • Recognized industry experts
  • Timely insights on trends and regulations
  • Specialized knowledge across core and emerging topics
  • Experience-backed thought leadership

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

367 ratings

Excellent

Very Good

Average

Poor

SL

Sandra Levitsky, Consultant
5 rating rating rating rating rating

One of the most informative courses I have listened to. Presenter extremely knowledgeable.

LS

Linda Swick, CFO/Controller
5 rating rating rating rating rating

The instructor was clear and concise in his explanations. This course is a good introduction to the topic of roth conversions.

DS

David Smith, Owner
5 rating rating rating rating rating

I could not print out the Key Terms page. Show examples of filling in real numbers from Forms 1099R and 5498 into Form 1040 and 8606.

WS

WILLIAM SILVAN, Owner
5 rating rating rating rating rating

Great teacher. I would like to see more course information in the notes. It is easier for me to follow if i can make notes on the handout

AA

Amber Ashford, Vice President (VP)
5 rating rating rating rating rating

This was very informative.

LA

Lisa Alexander, Owner
5 rating rating rating rating rating

The webinar is informative and easy to follow along.

RP

Reba Porter, Owner
4 rating rating rating rating

Full explanation of how RMD is determined and reported

JS

Joann SZUEBER, Other(s)
3 rating rating rating

Thanks

OM

Owen McCafferty, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Very good speaker. Only suggestion is that it took 23 minutes before the first poll question was posed. Learned quite a bit on the Roth Conversions before Age 59.5 Thank you.

MP

Matthew Peterson, Owner
4 rating rating rating rating

Good overview of ROTH conversion rules and pitfalls.

JH

Jane Henson, Tax and Consulting
5 rating rating rating rating rating

Was all it said it would be and John seemed knowledgeable.

LP

Laurie Perkins, Director (Tax)
5 rating rating rating rating rating

This was a great refresher course for most info but helpful discussion about the reporting aspects/forms with the IRS and also converting inherited QRPs to Roth IRAs.

John Paul Ruiz QKA

John Paul Ruiz QKA

Ruiz Consulting LLC

4.6
You don’t have to be perfect, just better than yesterday!
Connect On LinkedIn Follow Now

Connect with John Paul Ruiz QKA