DAMON DeLILLO is dedicated to helping plan sponsors meet their goals and offer the best possible retirement plans to their employees. As relationship manager, Damon fills an important role – partnering with clients in all aspects of their retirement plan’s due diligence process, including in-depth investment analysis/guidance, plan design, compliance, regulatory, industry trends, and education plans.
Damon has been in the retirement plan industry since 2000 and has been with our team since 2012. He has extensive experience in conducting requests for proposals, contract and fee negotiations and vendor implementations as well as working to ensure the successful delivery of vendor services. Damon holds Series 7, 63 and 65 securities licenses and insurance licenses.
Detail oriented, he is dedicated to delivering outstanding client service and truly enjoys helping people meet their goals for retirement. Testaments to his work, his clients have received multiple awards, such as the Eddy Award* from Pensions & Investments newspaper for special projects involving conversion/education, and recognition by the Principal Financial Group as one of the “10 best companies for employee financial security.”**
Earlier in his career, Damon served as a senior account executive for one of the leading retirement plan recordkeepers in the country. He earned a bachelor’s degree in business administration and marketing from the University of Maryland.
Originally from New York, Damon lives in San Diego with his wife and son. In his free time, Damon enjoys traveling, yoga, surfing, hiking and anything outdoors.
*Industry award for the result of the education and vendor conversion success. Criteria looked at the education campaign design and the success of the conversion some of the details included percentage of plan participation increase, average salary deferral increases, website landing page, and education materials.
**Principal Award involved benchmarking the 401k plan benefits to other national plans based on plan design, company match and the success of the program.