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COVID-19 Compliance Update: Transitions & Takeaways
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When: September 24
8:45 am - 10 am
Where: Virtually via Zoom
Contact: TSHRM Secretary

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Since mid-March 2020, COVID-19 has changed the employee benefits landscape. Two landmark pieces of legislation, the Families First Coronavirus Response Act and the CARES Act, ushered in new paid leave benefits for employees, new coverage requirements, and economic stimulus provisions. Additional guidance from federal agencies, FAQs, temporary regulations, and notices have clarified how existing rules apply in light of the pandemic.


Please join us for a review of COVID-19 legislation and agency guidance with Lindsey Surratt, JD Compliance Counsel and Hunter Walton, JD, VP of Health & Welfare Consulting to learn which provisions employers and group health plans are required to implement and strategies for evaluating the optional provisions. We will also discuss the action items needed for compliance and the resources available to help you navigate the practical questions employers have faced.


Leave the session with:

  • An overview of the FFCRA and the CARES Act
  • COVID-19 FAQs and guidance from Federal & Local Government Agencies
  • Comparing required and optional provisions, as well as strategies for evaluation and implementation
  • Compliance action items needed, including:
    • Plan document amendments
    • Participant communications
    • Record-keeping requirements
  • Where to find free, publicly available resources for assistance when faced with COVID-19 compliance matters



Hunter Walton, JD, CEBS, is an Area Vice President, Health & Welfare Consultant for Hill, Chesson & Woody, a Gallagher Company. Hunter helps guide clients through the process of developing a benefit strategy that is tailored to their individual needs, including advice and guidance on the design, implementation, and management of corporate benefit strategies. He joined the company in 2013 after having worked as a health policy advisor in the U.S. Congress. Additionally, he served as the senior vice president for federal relations for the Alabama Hospital Association and worked for the Mitt Romney presidential campaign in 2012. The time he spent consulting for the federal government in Washington, D.C. provides Hunter and his clients with a unique perspective and solid insight regarding healthcare reform.


Lindsey Surratt, JD, is the Area Senior Vice President, Compliance Counsel and leader of Gallagher’s Legislative Compliance team.  Lindsey provides educational and strategic guidance for employer-sponsored health and welfare benefit plans and leads a team of compliance experts. She utilizes her knowledge of healthcare reform, ERISA, COBRA, HIPAA, and the Internal Revenue Code to provide guidance to employer plan sponsors. With the support of her team, Lindsey educates clients and internal staff members on health and welfare plan regulatory compliance, delivers practical answers to day-to-day compliance questions, and helps develop new tools to promote compliance. Previously, Lindsey practiced law with a boutique healthcare firm in Louisiana where she advised physicians and healthcare providers on compliance with self-referral and anti-kickback statutes, analyzed healthcare contractual relationships, and provided advice on mergers and acquisitions.  Her work with employers in other areas of the healthcare industry provides her with a unique, well-rounded perspective on health and welfare plan compliance.