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Annual Reconciliation (e-Form 119)

Administration Webinars & Workshops

The OMERS Education and Training team has launched a series of free webinars and in-person 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 reporting (e-Form 119).

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

In these sessions, 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

This will be an opportunity for you to network with plan administrators from across the province and share best practices.

Participants are responsible for travel and accommodation costs. The workshops are offered free of charge, breakfast and lunch will be provided.

Workshops run from 9:00 a.m. to 4:00 p.m.

Ottawa - Tuesday, December 12, 2023, 9:00 a.m. - 4:00 p.m. EST

London - Thursday, December 14, 2023, 9:00 a.m. - 4:00 p.m. EST

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 administration

Tuesday, November 7, 2023, 3:00 p.m. - 4:00 p.m. EST

Wednesday, November 22, 2023, 10:00 a.m. - 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 data

Tuesday, November 28, 2023, 1:00 p.m. - 2:00 p.m. EST

Tuesday, January 9, 2024, 10:00 a.m. - 11:00 a.m. EST

Tuesday, January 23, 2024, 1:00 p.m. - 2:00 p.m. EST

Tuesday, February 6, 2024, 1:00 p.m. - 2:00 p.m. EST

Tuesday, February 20, 2024, 10:00 a.m. - 11:00 a.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

Wednesday, November 29, 2023, 1:00 p.m. - 2:30 p.m. EST

Wednesday, January 10, 2024, 2:00 p.m. - 3:30 p.m. EST

Wednesday, January 24, 2024, 1:00 p.m. - 2:30 p.m. EST

Wednesday, February 7, 2024, 1:00 p.m. - 2:30 p.m. EST

Wednesday, February 21, 2024, 10:00 a.m. - 11:30 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

Thursday, November 30, 2023, 1:00 p.m. - 1:45 p.m. EST

Thursday, January 11, 2024, 2:00 p.m. - 2:45 p.m. EST

Thursday, January 25, 2024, 1:00 p.m. - 1:45 p.m. EST

Thursday, February 8, 2024, 1:00 p.m. - 1:45 p.m. EST

Thursday, February 22, 2024, 10:00 a.m. - 10:45 a.m. EST