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Annual Reconciliation (e-Form 119)

The OMERS Education and Training team has launched a series of free webinars 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 webinar 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 administratio

Thursday, November 5, 2020 - 1:00 p.m. to 2:00 p.m. EST

Friday, November 13, 2020 - 10:00 a.m. to 11:00 a.m. EST

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 date

Wednesday, November 18, 2020 - 1:30 p.m. to 3:30 p.m. EST

Thursday, November 26, 2020 - 9:30 a.m. to 11:30 a.m. EST

Wednesday, December 2, 2020 - 2:00 p.m. to 4:00 p.m. EST

Monday, January 11, 2021 - 10:00 a.m. to 12:00 p.m. EST

Tuesday, January 19, 2021 - 2:00 p.m. to 4:00 p.m. EST

Tuesday, February 2, 2021 - 10:00 a.m. to 12:00 p.m. EST

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

Friday, November 20, 2020 - 1:00 p.m. to 3:00 p.m. EST

Friday, November 27, 2020 - 10:00 a.m. to 12:00 p.m. EST

Friday, December 4, 2020 - 10:00 a.m. to 12:00 p.m. EST

Wednesday, January 13, 2021 - 2:00 p.m. to 4:00 p.m. EST

Thursday, January 21, 2021 - 2:00 p.m. to 4:00 p.m. EST

Wednesday, February 3, 2021 - 10:00 a.m. to 12:00 a.m. EST

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.

Monday, November 23, 2020 - 1:00 p.m. to 3:00 p.m. EST

Tuesday, December 1, 2020 - 10:00 a.m. to 12:00 p.m. EST

Monday, December 7, 2020 - 10:00 a.m. to 12:00 p.m. EST

Friday, January 15, 2021 - 2:00 p.m. to 4:00 p.m. EST

Monday, January 25, 2021 - 2:00 p.m. to 4:00 p.m. EST

Thursday, February 4, 2021 - 10:00 a.m. to 12:00 p.m. EST

Are you looking to learn everything you need to know about the annual reconciliation process in one workshop?

In this webinar, you will experience a walk-through of the annual reconciliation process from start to finish. The session will cover:

  • Step 1 & 2: Import and submit e-Form 119 data

  • Step 3: Resolve e-Form 119 exceptions

  • Step 4: Reconcile your e-Form 119

Wednesday, November 25, 2020 - 9:00 a.m. to 12:00 p.m. EST

Thursday, December 3, 2020 - 1:00 p.m. to 4:00 p.m. EST

Tuesday, December 8, 2020 - 1:00 p..m. to 4:00 p.m. EST

Thursday, January 14, 2021 - 9:00 a.m. to 12:00 p.m. EST

Wednesday, January 27, 2021 - 9:00 a.m. to 12:00 p.m. EST

Friday, February 5, 2021 - 1:00 p.m. to 4:00 p.m. EST

Thursday, February 18, 2021 - 9:00 a.m. to 12:00 p.m. EST