ERISA question [View All]

[Sweet Freedom]

Can anyone help me find information on ERISA signature requirements in Texas?

My SO and I are getting divorced. He lost his job while we were separated, but still married. He claims his 401K and pension were disbursed to him in one (tiny) lump sum, which he spent. I say if his pension was included in said (tiny) lump sum, my signature would have been required in order for him to get the money. My financial planner agrees, but my lawyer thought my SO's employer could decide.

Would my signature have been required (I never signed anything agreeing to a change of beneficiary which was me) and if so, can anyone direct me to something stating that? I've searched online and can only find this "rule" for specific companies.

Thanks!