Annual Reconciliation Virtual Workshops
The OMERS Education and Training team has launched a series of free virtual workshops to help you learn the latest tips and helpful hints for the annual reconciliation process. These sessions will support you to successfully complete your financial reporting (e-Form 119).
The next annual reporting year is just around the corner. This virtual workshop will ensure you are ahead of the curve and prepared to complete your e-Form 119.
During this session, you will learn:
- The key elements of the annual member cycle and their impact on annual reporting
- How to effectively use e-access tools to help streamline your administration
- What you can do now to be ready for smooth sailing in 2019
Learn the fundamentals of importing and submitting e-Form 119 data.
During this session, you will learn:
- The key elements of the annual member cycle and their impact on annual reporting
- How to successfully build your import file(s) and import the data into e-access
- How to submit the e-Form 119 data.
Learn how to resolve common e-Form 119 exceptions by working through examples.
During this session, you will learn:
- The difference between errors and warnings
- How to successfully troubleshoot and resolve exceptions.
Review the steps required for successful annual reconciliation.
During this session, you will learn:
- How to review and understand dashboard totals
- How to balance your contributions
- How to generate Pension Reports
- How to reconcile your e-Form 119.