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“Assuming that the board(s) are in place, it is important to develop consensus among the board members regarding the strategic plan, planned transition, approach and timing,” she said, adding that they should address any family member concerns as relevant and ensure that there is a communication plan in place for the employees as well as external stakeholders.

;S ECURE 2.0 made it possible for employers to offer this benefit.

Understand your organization’s strategy and market(s).

Be as clear as possible regarding who will be responsible for which component(s) of the change plan, when those components will take place and what resources will be necessary to increase the likelihood of a positive result.

Department of Labor ’ s Bureau of Labor Statistics.

The type of organization that is establishing the plan — C-corporation, S-corporation, LLC, partnership, for example — will impact which award vehicles are applicable; thus, all vehicles may not be available to a given company.

In a statement, Chipotle Chief Restaurant Officer Scott Boatright said the organization was “pleased to be able to resolve these issues and believe[s] this settlement demonstrates Chipotle’s commitment to providing opportunities for all of our team members while also complying with the Fair Workweek Law.”

Providing upfront education about filling out tax forms, when to update withholdings, and how to effectively use retirement vehicles like 401(k)’s and HSAs can set employees up for a better experience during tax filing season.

Companies are using some of the same methodology they've used for 401(k)s for years to try to get people to be better long-term savers and stewards for their healthcare.”

Michael Gilmartin is a senior manager in Deloitte ’ s Human Capital practice.