Party in interest is an ERISA-specified individual—such as an administrator, officer, fiduciary, trustee, custodian, or counsel—who is prohibited from making certain transactions involving a retirement plan. A trustee, for example, would be prohibited from using an IRA as collateral for a loan.
Barry Goldsmith
| APA | Barry Goldsmith. (2010). party in interest. Retrieved September 22, 2026, from http://smartdefine.org/party_in_interest/definitions/1160221 |
| Chicago | Barry Goldsmith. 2010. "party in interest" http://smartdefine.org/party_in_interest/definitions/1160221 (accessed September 22, 2026). |
| Harvard | Barry Goldsmith 2010, party in interest, Smart Define, viewed 22 September, 2026, <http://smartdefine.org/party_in_interest/definitions/1160221>. |
| MLA | Barry Goldsmith. "party in interest" 21 October 2010. Web. 22 September 2026. <http://smartdefine.org/party_in_interest/definitions/1160221> |