Welcome to Ruiz Consulting, where your future is our focus. Lead by the esteemed John Paul "JP" Ruiz, our firm is your guiding light in the complexities of IRS and 401k plans. Elevate your understanding and compliance with expert training and consulting services tailored to your needs. Ready to transform your retirement strategy?
Ruiz Consulting is a retirement plans consulting firm dedicated to supporting the financial services industry for compliance knowledge, education, professional development, certification, business and product development and retirement plans administration. Its vast expertise of over 30 years has supported financial organizations, practitioners, advisors, and administrators. Ruiz Consulting prides itself for its easy to do business approach to supporting clients’ needs by tailoring its services to what the client needs.
Whether you're an individual seeking mastery in self-directed retirement plans or a financial institution aiming for immaculate compliance, our spectrum of services caters to every facet of your needs. Explore our dynamic training options, gain insights from high-caliber material reviews, and consult directly with JP to ensure your retirement offerings are nothing short of exceptional.
Leverage our Business Development Call Center to refine your sales strategies and elevate client engagements with our expert compliance support. Additionally, tap into our specialized video content production to effectively communicate complex financial concepts, enhancing both client understanding and engagement.
Ruiz Consulting offers expert guidance through the Compliance Call Center Hotline, where financial institutions can seek advice on retirement plans and health savings accounts.Their service includes email and voicemail query options, available during business hours, complemented by quarterly webinars on current topics.
Enhance your company's sales with Ruiz Consulting's Business Development Call Center, providing compliance sales support and in-depth assistance during sales team conference calls. This service is designed to help close sales by addressing complex client queries effectively.
Ruiz Consulting excels in delivering live presentations and training sessions tailored for various audiences, focusing on retirement plan compliance and sales. They offer CE-approved content suitable for various professional designations, ensuring comprehensive and relevant learning experiences
Specializing in content creation and strategic project consultation, Ruiz Consulting provides bespoke video content production and expert reviews of processes and materials. Their wide-ranging expertise in the retirement industry makes them a valuable asset for any institutional project.