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Parties in interest and prohibited transactions primer

Jul 15, 2026 · 316.7 KB Download

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This Employee Benefit Plan Audit Quality Center (EBPAQC) primer provides a general understanding of employee benefit plan parties in interest and prohibited transactions under the Employee Retirement Income Security Act of 1974 (ERISA). This primer explains how a party in interest under ERISA may differ from a related party as that term is defined by GAAP.

This primer discusses:

  • Party in interest transactions that are prohibited under ERISA and administrative actions of the Department of Labor (DOL), as well as

Download the EBPAQC Parties in Interest and Prohibited Transactions Primer

File name: ebpaqc-pii-prohibited-transactions-primer.pdf

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