About Lindsey Surratt

Lindsey leads the compliance team and platform. She utilizes her knowledge of COBRA, HIPAA, ERISA and areas of the IRS tax code that impact employee benefits to help clients identify compliance concerns and make recommendations to help maintain their conformity under the law.

I can't choose just one...23 countries visited and counting! If I had to choose, I would choose either Bora Bora (before it sinks) or an African safari.
I was a counselor/teacher at a residential wilderness camp for at-risk adolescents and juvenile offenders.
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If you need help understanding current market trends and legislative developments, I’d like to talk to you.

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