Firm Information Alliant Retirement Services, LLC (“ARC” or the “Advisor”) is a Registered Investment Advisor with the U.S. Securities and Exchange Commission, which is organized as a Limited Liability Company (LLC) under the laws of the State of California. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by ARC. Advisory Services Offered ARC offers Retirement Plan Consulting and Customized Retirement Plan Services to Pension and Profit Sharing Plans in California and other states (each referred to as a “Client”). These advisory services are in the form of ERISA 3(38) or 3(21) fiduciary service to employers or plan sponsors for the benefit of its employee retirement plan. Unless specifically excluded, we are fiduciaries for all of our Client Services, which may include some of the following, in addition to services expressed in the Retirement Consulting Services Agreement (CSA) between ARC and the Client. Retirement Plan Consulting (“Employers Fiduciary Liability Program”) ARC provides customized retirement plan consulting services to its plan sponsor Clients. ARC focuses on delivering services to help meet the specific needs of each Client by carefully listening to the client to fully understand their organization’s particular issues, challenges, and goals. Based on each Client’s needs, the Employers Fiduciary Liability Program can include assistance with the following:
•Investment Policy Statement development, including performance measurement standards;
•Analysis of current investment options;
•One-on-One Participant Education;
•M&A Retirement Plan Due Diligence on Target Companies;
•Vendors and Recordkeeping agreements and services;
•Benchmarking and peer group analysis;
•Formation of an Investment Committee
•Monitoring investment results for compliance with the Investment Policy Statement;
•Selecting new investment alternatives;
•Correcting plan failures and getting plan administration in compliance with plan documents; and,
•Keeping Clients up to date on new legislation and regulatory requirements. Prior to rendering any recommendations, ARC will ascertain, in conjunction

with the Client, the specific issues, needs, and objectives of the Client’s retirement plan and its employee participants. ARC will provide consulting services but will not provide securities custodial or other administrative services as part of the RIA. At no time will ARC accept or maintain custody of a Client’s funds or securities. All Client assets will be managed within their designated brokerage account or pension account, pursuant to the Client’s Consulting Service Agreement ("CSA"). Customized Retirement Plan Services ARC offers customized, project-based consulting services for plan sponsors. These services can include:
•Request for Proposal ("RFP")
•Fiduciary Risk Due Diligence
•Plan Reviews
•Investment Reviews
•Other Plan-related Reviews Form ADV Part 2A – Disclosure Brochure Alliant Retirement Services 6 Client Account Management Prior to engaging ARC to provide Consulting Services, each Client is required to enter into a CSA with the Advisor that defines the terms, conditions, authority, and responsibilities of the Advisor and the Client. These services may include:
•Serving as co-fiduciary for Client’s plan
•Developing an Investment Policy Statement, including performance measurement standards
•Facilitating participant education
•Analysis of current investment options
•Benchmarking and peer group analysis
•Assisting in the formation of an Investment Committee
•Monitoring investment results for compliance with the Investment Policy Statement
•Assisting in selecting new investment alternatives
•Assisting in correcting plan failures and getting plan administration in compliance with plan documents
•Keeping Clients up to date on new legislation and regulatory requirements Wrap Fee Programs ARC does not manage or place Client assets into a wrap fee program. Assets under Advisement Assets under advisement totaled $17,092,172,791 and $144,134,704 in assets under management as clients under ERISA 3(38) agreements as of December 31,2023, including shall be reported following the Advisor’s December 31, 2023 fiscal year end. Clients may request more current information at any time by contacting the Advisor.