AllThingsForGood Posted 7 hours ago Posted 7 hours ago If I am putting a client into a brand new DC prototype Plan Document, what Amendments/Addendums should be in their Document package?? I'm getting myself confused, maybe I'm just tired, ha ha. I'm BRAND NEW to FTWilliam; leaving another software that I've used for almost 3 decades! When I print the Adoption Agreement in the FTWilliam system, the following are part of that: the SECURE 2.0 Addendum 2026, the SECURE 2.0 Addendum 2025, and the SECURE/CARES/CAA Addendum. It seems VERY redundant to send a client each of these 3 Addendums, but is that accurate? Or does just the '2026' version go with a Document package? Again, my brain may just be revolting against the transition tasks, and I have researched this but cannot find a clear (dumbed down!) answer. Thanks guys.
AllThingsForGood Posted 7 hours ago Author Posted 7 hours ago I've actually determined my answer, I think, but I'm leaving this post up in hopes that it's useful to someone else. ALL 3 of those addendums I listed are part of a new Document package in FT Williams' system. They are not redundant.
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