Year-End Checklist
October 16, 2018

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Calendar year-end is almost here, and it’s time to say goodbye to 2018 and hello to 2019.  Even though it’s not as busy as fiscal year-end, it’s just as important to make sure all transactions and data updates are completed by the due date. In addition to the ongoing month end close, Integrated Statements for ERS Active Members will be prepared based on December 31, 2018 data.   Please review the list below for tasks and due dates:

Date Task
12/31/2018 Verify and update contact form on the Employer web page
12/31/2018 Verify and update Payroll Frequency form on the Employer web page
01/08/2019 Transmit monthly files and reports
01/08/2019 Submit all adjustments
01/15/2019 Complete Ad Hoc Termination reporting
01/31/2019 Invoices – research and resolve
01/31/2019 ERSGA mails 1099-Rs and W-2s

We appreciate your partnership!