The independent infrastructure for 401(k)-ready alternatives
Awaken gives traditional and alternative asset managers a single platform to package alternatives into 401(k)-eligible vehicles, field RFIs at scale, and demonstrate prudence with a continuous, third-party audit trail, without building it in-house.
Request a DemoBring private markets to the 401(k), defensibly
Awaken supports private market managers with streamlined and adherent pathways into the 401(k) ecosystem.
Launching products
- Create 401(k)-eligible vehicles
- Built-in alignment with OCC and SEC requirements
- Clear, step-by-step workflows on a shared source of truth
- Advanced, AI-enabled liquidity modeling
Competitive advantage
- Prepare for recordkeeper, plan adviser, and sponsor adoption
- Showcase DOL compliance with pre-prepared Safe Harbor packages
- Onboard onto distribution platforms used by leading managers
Third-party defensibility
- One centralized, independent platform for data management
- A continuous audit trail across IR, legal, ops, and investment teams
- Readiness for prudence challenges in a litigation-heavy industry
Enter the 401(k) market across multiple channels
Awaken makes funds ready for the vehicles that reach retirement savers.
Largest pool of 401(k) capital
Target Date Funds
Awaken delivers the valuation, liquidity, and ERISA diligence TDF providers require, so funds are ready to integrate from day one.
Personalized portfolios
Managed Accounts
Awaken delivers clean, real-time data on a per-fund basis, so funds plug in without months of customization.
Guaranteed monthly income
Lifetime Income
Awaken provides the infrastructure to meet valuation and liquidity requirements and address cash-flow probability and risk.
Built for the way asset managers actually work
Awaken addresses the highest-friction parts of bringing alternatives into 401(k) products.
Collaborating with 401(k) partners
Connect
One shared source of truth from drawdown fund strategy to launched CIT. You, your trustee, and counsel work together with status tracking and document ownership.
Fielding RFIs
Diligence Agent
Enter your data once. Awaken AI prepares each RFI response from your centralized documents, mapped to the DOL safe harbor framework, for a single review.
Modeling liquidity
Liquidity Studio
Model deterministic and Monte Carlo liquidity scenarios across single and multi-strategy CITs, with detailed configurability and a clear view of tradeoffs for counsel to see how your structure behaves under stress.
Staying audit-ready
Sentinel Agent
Every platform action is logged with timestamps, user attribution, and rationale, building a continuous, independent record for regulatory scrutiny and prudence challenges.
