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Third-quarter earnings gain diminishes as risks from shutdown rise.
As U.S. tax increases loom, more companies declare one-time cash payments.
Companys free cash flow may double over next three years.
S&P 500 earnings seen gaining just 0.6% in Q1 and Q2 as European slump hits recovery.
Biggest U.S. plans see funding shortfall swell 41%; pension-related charges hit $38.3 bln.
Fed policy boosts plan liabilities; big employers to contribute $100 bln this year.