Annual Reconciliation Virtual Workshops

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.