Process Beats Performance: What a 401(k) Win Means for Your Benefits Clients
- On June 24, 2026
A new federal court ruling came out of a 401(k) lawsuit, but the lesson is one every benefits broker should bring to their health and welfare clients today.
The case in one line: “Sometimes, even a good process produces disappointing results.”
On June 22, 2026, the Third Circuit sided with Quest Diagnostics against employees who claimed the company kept underperforming investments in its 401(k). The court’s reasoning is the part that matters for you: Quest didn’t win because it picked the best funds. It won because it followed a prudent, documented process. As the court put it, “Sometimes, even a good process produces disappointing results.” 1
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