What is The Retirement Plans College?

The retirement plans college is a live and on-line education program. The courses focus on IRAs and IRA based employer plans. Other courses for other retirement plans include Solo 401(k) plans, Health Savings Accounts and Coverdell Education Savings Accounts.

Who are the instructors, and what are their qualifications?

The main instructor and creator of the IRA College is John Paul Ruiz QKA CISP. Ruiz has earned his Qualified 401(k) Administrator designation (QKA) through the American Society of Pension Professionals and Actuaries as well as the Certified IRA Services Professional (CISP) certification through the American Bankers Association. 

How do I contact The Retirement Plans College?

You can email us at [email protected].

Enrolling in a course at The Retirement Plans College is simple and designed to fit your needs. Whether you are an individual looking to expand your knowledge or a business seeking professional training for your team, we have options to accommodate you.

How to Enroll:

Browse our course catalog to find the program that best suits your goals.

Select your desired course and follow the registration prompts.

Complete the secure payment process.

Receive immediate access to your course materials and start learning at your own pace.

Flexible Learning Options:

Online courses are available 24/7 for your convenience.

In-person and live webinar sessions are also offered for select programs.

Group Enrollment:

We offer group enrollment and tailored training solutions for businesses or organizations.

Contact us at [email protected] to learn about group and customized programs.

If you need help during the enrollment process, our team is here to assist. Simply contact us via email, and we’ll guide you every step of the way.

Are the courses accredited?

The courses offered are available for CE credits for the following certifications through the American Bankers Association - Certified IRA Services Professional (CISP), Certified Trust Fiduciary Advisor (CTFA) and the Certified Retirement Services Professional (CRSP). It  is also in the process of getting approved for the Certified Financial Planner (CFP) and the Certified Public Accountant (CPA)

What certifications can I earn through your programs?

The IRA College is a preparatory course for the Certified IRA Services Professional certification exam.  The exam is offered and administered by the American Bankers Association. 

How do I verify the legitimacy of your certifications?

Here is a link to the approved courses by the American Bankers Association - https://www.aba.com/training-events/certifications/certified-ira-services-professional/eligibility-requirements

Will my certification be recognized by employers or regulators?

Yes, the Certified IRA Services Professional designation is a recognized certification in the financial services industry

How often do your courses update to reflect changes in tax laws?

Courses are updated annually for any legislative and regulatory updates.

Does the IRA College offer training on IRS audits or legal challenges?

Currently the IRA College does not offer training on IRS Audits or legal challenges. The courses however, have been used to train on how to avoid audits and legal challenges. 

What happens if I need help with compliance after completing a course?

You may contact Ruiz Consulting for a consulting engagement.

Do you offer tailored courses for businesses or organizations?

Customized training can be delivered for organizations both live on-site and streaming. An on-line training bundle could also be customized for organizations based on their needs. 

How can employers benefit from enrolling their teams in your programs?

Organizations have used the training sessions to on board new associates, as well a provide on-going training for their current associates. The courses have also been used as a measuring tool for career opportunities for associates within the organization. 

Are there any partnership opportunities with The Retirement Plans College?

Ruiz Consulting is open to discuss any proposals for any partnership opportunities. Get in touch using the Contact Us form.

What payment methods are accepted?

We accept online payments only through secure platforms. Major credit cards, debit cards, and other trusted payment methods are supported to ensure a smooth and secure transaction process.

What is your refund policy if I cannot complete a course?

At The Retirement Plans College, all course purchases are non-refundable. Once you have enrolled and gained access to the course materials, refunds will not be issued. We encourage you to review course details carefully before enrolling.

If you have any questions about a course prior to enrollment, please feel free to contact our support team—we’re here to help ensure you choose the program that best meets your needs.

What tools or platforms are used for online courses?

Our courses are hosted on a secure and user-friendly online learning platform. The platform provides access to video lessons, interactive modules, quizzes, and other resources to support your learning journey.

Are the course materials downloadable?

No, course materials are not downloadable. To ensure the integrity and security of our content, all materials, including videos and resources, can only be accessed through our online platform.

How do I access my course after registering?

After completing your enrollment and payment, you will receive a confirmation email with your login credentials and detailed instructions. Simply log in to the platform, and you’ll have immediate access to your course.

If you experience any issues accessing your course, please contact our support team for assistance.

Do you offer continuing education credits (CEUs)?

The courses offered are available for CE credits for the following certifications through the American Bankers Association - Certified IRA Services Professional (CISP), Certified Trust Fiduciary Advisor (CTFA) and the Certified Retirement Services Professional (CRSP). It  is also in the process of getting approved for the Certified Financial Planner (CFP) and the Certified Public Accountant (CPA)

Can I retake courses for updates or refreshers?

Courses are often retaken as a refresher. The IRA College on-demand was developed to make the courses available 24-7.

Who can I contact for technical support?

If you experience any technical issues, please contact our Support Team via email at [email protected]. We’re here to assist you during regular business hours and will respond as quickly as possible to ensure a smooth learning experience.

What should I do if I lose access to my course?

If you lose access to your course, check your login credentials and internet connection first. If the issue persists, please contact our Support Team for assistance. We will work to quickly restore your access so you can continue your learning without interruption.

Can I transfer my enrollment to someone else?

No, course enrollments are non-transferable. Once you are registered for a course, access is assigned solely to you and cannot be shared or transferred to another individual.

Does the IRA College host any events or webinars?

Currently the IRA College is only offered as an on-line course.  All live sessions are offered to financial institutions for their associates.