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.
Sudbury - Wednesday, November 15, 2023, 9:00 a.m. - 4:00 p.m. EST
Toronto - Thursday, December 7, 2023, 9:00 a.m. - 4:00 p.m. EST
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
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
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
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