Question Details:My spouse never changed beneficiary on his 403(b) annuity plan, listed as ex-wife 26 yers ago. Company has been unable to tell me whether plan is governed by ERISA and will only say the are a beneficiary-only plan. I assume it is non-ERISA. Is there a way for me to find out?
If a person is presently named as a beneficiary under one's 403(b) annuity plan, the currently listed beneficiary is entitled to information about the plan. I would write the plan's trustee stating that you are the designated beneficiary seeking the information that you want. Keep a copy of the sent letter for future use and need.