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Posted

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.

Posted

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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