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other services
Assurance |  learn more
Plante & Moran has a well-deserved reputation for providing timely assurance services to credit unions. “The partnership we have with Plante & Moran is a most valuable asset,” said Catherine Roberts, President and CEO of Research Federal Credit Union. “They work with us to strategize, develop, and implement ideas to help us attain our vision and desired goals.”
Investment Consulting | learn more
Our investment consulting services, including asset allocation analyses, pension investment monitoring, and investment policy review and design have helped credit unions thrive.
Employee Benefits | learn more
We have extensive experience in health care cost containment, benefit plans and compensation plan development for credit unions of any size.
Strategic Planning | learn more
Our strategic planners specialize in issues relating to credit unions, such as CUSO development, CUSO investment valuation, and charter expansion. In addition we can help you assess merger and acquisition opportunities, management succession plans, deferred compensation plans, and more.
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