Providing consumers with easy access to professional investment advice, the Quicken 401k Advisor by TeamVest is the first service in the retirement industry that allows consumers the option of instantly meeting with a financial advisor while they are online using a new capability called AdvisorLive. Importantly, it is also the only online service that provides ongoing monitoring of investment accounts by a financial advisor to help them stay on track towards their financial goals (additional fees apply for ongoing monitoring). Additionally, the Quicken 401k Advisor by TeamVest is the only service with preloaded data including the mutual fund choices and matching policies for over 1100 companies, helping to save consumers time and increase accuracy.

The new service is from Intuit (NASDAQ: INTU), the leader in e-finance and TeamVest, an independent financial advisor. The Quicken 401k Advisor by TeamVest is available on Quicken.com (http://www.Quicken.com), and through Quicken 2001.

"One of the most pressing financial concerns is planning for retirement. But, most Americans are not adequately preparing for retirement. In fact, 64% of pre-retirees are worried about making the right financial decisions to plan for retirement," said Rod Cherkas of Intuit. "Through our relationship with TeamVest, Quicken.com and Quicken 2001 customers now have a convenient and easy way to obtain professional financial advice, to help them get on track and stay on track for retirement. With the Quicken 401k Advisor by TeamVest, consumers don't need to make appointments and travel to meet with advisors because, professional advice is available to them from the comfort of their home or office."

The Quicken 401k Advisor by TeamVest:

• Provides a convenient and easy way to get professional investment advice: The Quicken 401k Advisor is the first in the industry that allows consumers to instantly meet with an advisor, evaluating their situation and goals, while they are online. Using our AdvisorLive capability, Quicken 401k Advisor enables the advisor to see the consumer's browser screen while talking to them via a second phone line, on their cellular phone, or using instant messaging. Because their advisor can view their browser screen with them, consumers also save time getting their advisor informed of their financial situation.
• Helps consumers make the most of their investments: Provides personalized, objective recommendations plus an easy-to-understand action plan. It includes comprehensive recommendations that consider all retirement investments including 401(k), 403(b), 457 and IRA accounts. Taking a holistic view, it also includes major income or expenses associated with various life events like college, wedding, house purchase or sales of a business, in the retirement planning process.
• Saves time and increases accuracy with automatic data entry for their employer's mutual fund choices and matching policy: Quicken 401k Advisor eliminates tedious data entry because it is the only service preloaded with 401(k) plan data for more than 1100 of the largest US employers and over 40 state governments.
• Provides ongoing monitoring of account by a dedicated investment professional: It is the only online service that provides the option of ongoing monitoring by a dedicated investment professional to help keep consumers on track toward their goals, including timely notifications of when to consider re-balancing their account. Additional service fees apply.

In addition, the Quicken 401k Advisor by TeamVest provides customers with fund-specific advice on how to best allocate their 401(k) investments among the choices available in their employer's plan. It recommends an asset allocation mix that maximizes the investment return for the level of risk the consumer is willing to take.

"The Quicken 401k Advisor by TeamVest provides consumers with an entirely new way to get investment advice," said David Evans, vice president/general manager of advisory services, TeamVest. "It is the only service that provides consumers with ongoing monitoring by professionals to not only get them on track for retirement, but to stay on track for retirement."

Currently available for $19.95 month (after a free trial), the Quicken 401k Advisor Ongoing Monitoring service by TeamVest delivers ongoing monitoring of 401(k) and other retirement accounts by a professional. It includes unlimited access to personal advisor through the phone, email and web. The advisor can rebalance their portfolio and provide quarterly updates to track their progress toward financial goals.

Pricing & Availability

• Quicken 401k Advisor On-Line by TeamVest is available at no cost via www.Quicken.com/401kadvisor.
• Quicken 401k Advisor Ongoing Monitoring by TeamVest is available for $19.95 per month, after a free 30-day free trial by calling 1-888-445-4015 or by visiting the web site at www.quicken.com/401kadvisor.

About TeamVest, Inc.
TeamVest, Inc., based in Charlotte, NC (www.teamvest.com), is an independent financial advisory firm that leverages the best of Internet technology and personalized advice to provide affordable, comprehensive asset management services. Founded in 1993, TeamVest today is revolutionizing financial advisory services with its open finance platform, delivering institutional-quality advice, trade execution and account tracking capabilities to enable consumers to control their entire financial life across multiple financial institutions. In addition to its advice services, TeamVest is a leader in the 401(k) retirement services business.