Enrolment in the OMERS Plan is the first step in a member's pension life cycle. Let's take a look at the process to determine how and when to enrol an employee in the OMERS Plan.

During this session, you will learn:

• The different classes of OMERS members (CFT and OTCFT)
• The three types of enrolments
• Your responsibility for timely enrolment of all eligible employees
• Best practices when offering voluntary enrolment to OTCFT employees

In Part 1, you learned how and when to enrol an employee in the OMERS Plan. Now let’s learn how to quickly and accurately enrol a member using OMERS powerful e-access tool.

During this session, you will learn:

• How to effectively navigate through the e-Form 102
• How to accurately report: hire date, enrolment reason, salary and member contact information
• The impact of recent changes to the enrolment process
• How to resolve exceptions

Did you know employers must offer membership when employees first become eligible and failure to do so can result in a costly omission period?

Have you offered membership to all your eligible other-than-continuous full-time (OTCFT) employees? Let’s review the rules and process for offering voluntary enrolment together – it’s important.

During this session, you will learn:

• How to accurately determine if an employee qualifies for voluntary enrolment
• How and when to offer OMERS membership
• OMERS resources to help you and to educate and inform your employees

As an employer, one of your responsibilities is to remit member and employer contributions to OMERS on a monthly basis. Let’s review the process for accurately calculating and reporting these contributions using the e-Form 105 – Contribution remittance summary in e-access.

During this session, you will learn:

• how to determine contributory earnings and calculate registered pension plan (RPP) and retirement compensation arrangement (RCA) contributions
• how to accurately submit the e-Form 105 and remit contributions
• the impact that contributions have on the annual reconciliation process
• how the new AVC payroll deduction option may benefit your members

Let's learn how to quickly and accurately report a member's leave period using OMERS online e-access tool. 

During this session you will learn:

• How to use the e-Form 165 – Leave Period Reporting/Election to administer leave periods
• How to accurately report leave periods
• How Pension Adjustments (PAs) and Past Service Pension Adjustments (PSPAs) are calculated and reported for leave periods

Learn how to administer a disability elimination period using OMERS online e-access tool. This step precedes a disability benefit request, when a member is absent from work due to illness or injury.

During this session you will learn:

• What is a disability elimination period
• How and when to administer and report a disability elimination period
• How to process the e-Form 164 which generates the elimination period election form

In Part 1, you learned how to administer a disability elimination period. Now let's take a look at the process for submitting a request for a disability benefit.

During this session you will learn:

• When to submit an e-Form 143 for a disability benefit
• How to successfully complete and submit the e-Form 143
• What supporting documentation may be required as part of the process
• How other disability benefits may impact your OMERS disability administration

When an active member leaves their employer, retires, or passes away, OMERS needs to be informed. These events are reported to OMERS using the e-Form 143 – Request for an OMERS Plan Benefit. Let's review the process for accurately reporting this information to OMERS in a timely manner.

During this session, you will learn:

• When an e-Form 143 should be submitted to OMERS
• What information is required and how to report it correctly
• What impact the e-Form 143 has on the annual reconciliation process
• Best practices to follow when submitting an e-Form 143